Wills

We can advise you fully about Wills and can advise you on all inheritance matters. It is particularly important to ensure that this correctly reflects your wishes and we can advise you about the best way to achieve this while taking into account all relevant matters. We can also advise you about possible claims on your Estate.

We can also advise you fully in respect of inheritance tax planning and the best way to organise your affairs and your Will to minimise inheritance tax liability. This is a particularly complex area and we can fully advise you on the range of options available to you and the ways of dealing with this. If appropriate we can liaise with your accountants or other advisers.

Powers of Attorney

We can advise you on the different types of Power of Attorney and prepare an appropriate Power of Attorney for you. It is particularly important that this is done in such a way as to grant your Attorney all the necessary Powers and we can explain to you what it is best to include in a Power of Attorney and draw the appropriate document for you.

Executries

We are experienced in dealing with the administration of Estates and can fully advise you in respect of the winding up of such Estates and undertake this for you. During this process we can deal with any necessary applications to the Court, deal with all inheritance tax matters and other taxation matters that may arise.

Trusts

We can advise you in respect of your interest in any existing Trust or about setting up a new Trust.

Tax & Financial Planning

Full advice is available on Estate planning, succession to family business and inheritance tax planning.

» Find out more about our Tax & Financial Planning Services here.

We are licensed by the Law Society of Scotland to conduct incidental investment business and have contacts with a number of Stockbrokers to cater for your financial needs. In such a situation it is particularly important to take advice from someone who can provide an overall view, taking account of your circumstances and objectives, and our experience of working with other professionals gives you the greatest chance of achieving your aims.