Robyn Lee

Solicitor, Blackadders

Robyn is a Director working within Blackadders Private Client Team. She has experience in a range of private client work including advising on contentious and other trust matters, adults with incapacity work, and tax and general succession planning for high-net-worth individuals.

Robyn is a full member of The Society of Trust and Estate Practitioners (STEP) having completed the Diploma in Trusts and Estates- Scotland and having gained distinction across all four Advanced Certificates which make up the Diploma. She also received the STEP Excellence Award for her first of four exams: Advanced Certificate in Trusts: Law and Practice (Scotland) and the STEP Excellence Award 2022 for being the highest-scoring graduate across all four Certificates.

Robyn was shortlisted for the Scottish Legal Awards Rising Star of the Year Award (2024) and has been ranked in Chambers and Partners as an “Associate to Watch” (2024) in the area of Private Wealth Law/High Net Worth for Dundee and surrounds.

Robyn has lead both internal and external presentations for her firm’s internal Private Client Forums/Training Academy and SOLAS/STEP Discussion Group, respectively.

Robyn also volunteers her time to engage in weekly telephone befriending through a local charity and is a Director of a local charity, the Sight Support & Social Hub (formerly Dundee Blind and Partially Sighted Society). She also takes part in her firm’s monthly free Will service for Maggie’s Dundee.

Contributed to

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Will (Scotland)—Legacy to charity (10% of baseline amount), legacy of house with cash option, residue to

Precedents

This Scottish Will Style includes a formulaic provision of a charitable legacy, in order to avail of the reduced rate of IHT on the non-exempt estate. It also includes a specific legacy of a house, with a number of provisions to deal with the possibility of the testator subsequently moving house, or selling up, for example if moving into care.

Private Client

Will (Scotland)—Liferent of dwelling house, residue to spouse, whom failing number of individuals in

Precedents

This Scottish Will Style may be useful where the testator wishes to leave their main residence in liferent trust for the benefit of their spouse, with the capital value passing to the testator’s children or other beneficiaries on termination of the liferent, as does the residue.

Private Client

Will (Scotland)—Liferent of residue, aggregation of lifetime interest with executry estate for

Precedents

This Scottish Will Style may be useful where the testator wishes to leave their entire estate in liferent trust for the benefit of their spouse, with the capital value passing to the testator’s children or other beneficiaries (including young persons) on termination of the liferent.

Private Client

Will (Scotland)—Nil Rate Band Discretionary Trust, residue to spouse, whom failing issue, accounting for

Precedents

This Scottish Will Style provides for a nil rate band discretionary trust, with the residue of the estate passing to the testator’s spouse.

Private Client

Will (Scotland)—to spouse, whom failing children, simple powers

Precedents

This Scottish Will Style may be useful where the testator has a simple or low value estate. Everything passes to the spouse on the first death and then to the children of the couple. It is designed for a testator with adult children.

Private Client

Will (Scotland)—To spouse, whom failing issue, trust provision for young beneficiaries, long powers,

Precedents

This Scottish Will Style may be useful where the testator is married with young children.

Private Client

Will clause (Scotland)—legacy of house

Precedents

This Scottish Will clause is a normal legacy of house, but with some additional flexibility provided.

Private Client

Will clause (Scotland)—legacy to charity pursuant to IHTA 1984, Sch 1A

Precedents

This Scottish Will clause provides wording for a legacy to charity that is sufficient to take advantage of the reduced rate of IHT which is then made available to the non-exempt parts of the estate, in terms of IHTA 1984, Sch 1A.

Private Client

Will clause (Scotland)—limited revocation

Precedents

This Scottish Will clause provides wording to restrict the geographical extent of revocation so that specified testamentary writings made in respect of foreign property remain extant.

Private Client

Will clause (Scotland)—nil rate band discretionary trust

Precedents

This Scottish Will clause sets out the provision for a nil rate band discretionary trust and includes sub-clauses to specify the amount of the legacy and the provisions of the trust into which the legacy is placed.

Private Client

Will clause (Scotland)—pecuniary legacies

Precedents

This Scottish Will clause provides a skeletal framework for specifying pecuniary legacies to individuals.

Private Client

Will clause (Scotland)—specific legacies

Precedents

This Scottish Will clause provides wording to bequeath specific assets to chosen beneficiaries.

Private Client