Our department can advise you on a wide range of Private Client matters, including:
Wills
We discuss with you your particular requirements and prepare a Will for your individual circumstances. We will also discuss options to reduce Inheritance Tax by careful drafting of your Will.
Trusts
It may be appropriate to set up a trust either during your lifetime or after your death for your family, those with special needs, or for charitable purposes. We can advise you on this and take care of all matters relating to the ongoing administration, including accounts and tax work.
Inheritance Tax Planning
Failure to plan appropriately could result in a large tax bill after your death. We will discuss with you ways to reduce Inheritance Tax, for example, by preparation of your Will, trusts, gifts and financial planning.
Executries
We provide advice and assistance when someone dies and we will assist you with winding up their estate. We aim to provide a friendly and approachable service at what can be a very difficult time for you and your family.
Powers of Attorney
We can advise about what type of Power of Attorney is appropriate for you and when it should be used.
Guardianship
When someone has lost the ability to make decisions about their own finances or welfare, we can provide advice about Guardianship and other methods of assisting them in their affairs. We can deal with the appointment, through the Sheriff Court, of a guardian and provide detailed advice about acting as a guardian.
Finance and Care for elderly people
Our experienced team will be able to advise and assist in a practical way with managing the affairs of elderly clients; for example, help with payment of bills, paying of nursing home accounts, advice about benefits, and dealing with tax returns.
For further information please call us or complete our online enquiry form.