Company

Saffery

Position

Partner

Index

Accountants & Tax Advisers

Tax & Offshore

Location

Inverness

Advice type

Inheritance tax mitigation

Legal - Tax, wills & trusts

Succession planning

Tax planning

Sector Focus

Accounting

Geographical Focus

Scotland

Customer Type

Adviser

Margi Campbell

Spear’s Review

As a partner in Saffery’s Inverness office, Margi Campbell provides advice and tax planning to a highly varied private client base of HNW entrepreneurs, family businesses and landed estates. Having grown up on a farm and worked in the Highlands for many years, she is extremely knowledgeable about the challenges faced by rural businesses, both large and small.

Campbell has significant experience of complex tax returns, HMRC enquiries, inheritance tax planning and capital gains relief. Outside of her client practice, she is a frequent speaker at conferences, including for the Royal Institution of Chartered Surveyors, the Society of Law Accountants in Scotland, Scotland’s Rural College and the Scottish government’s Farm Advisory Service.

Rank: Recommended

Recommended 2024, Accountants & Tax Advisers

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