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related information

Jul 2008
IHT Changes - Review your Will
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Jun 2010
Inheritance Tax - have your cake and eat it
Download (80 KB)

Jun 2010
Power of Attorney Explained
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Jun 2010
Will Planning Explained ...
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Jun 2010
Trust Me ... Revisited
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We have one of the largest Private Client Departments in the north-east and specialise in giving tax planning advice both in relation to making wills and in respect of asset protection such as setting up Trusts to suit individual needs. We also take a special interest in our older clients and advise on the granting of Powers of Attorney and guardianship orders. We can offer a full administration service for trusts, but also operate as attorneys or guardians for clients. This latter service is regulated by the Law Society of Scotland and run under the annual supervision of the Public Guardian. Our main areas of operation include:

  • Executry Administration
  • Inheritance Tax Planning - if you don't plan ahead a substantial part of your estate may go to the Exchequer. With our expertise we can guide you through the complexities of this issue.
  • Setting up and the Administration of Trusts
  • Advice on and Drafting Wills
  • Powers of Attorney/Guardianships
  • Advice on Coping with Elderly Relations
  • Wealth Management - which can be run in conjunction with our Financial Services Department

Principal Contacts: Kate Crosby or Erlend Flett

 
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