Do you want to ensure that your family, loved ones and preferred charities benefit from your estate rather than the government?

Our approachable team has the experience, specialist training and qualifications to advise you on the most appropriate way to set up your affairs to ensure that Inheritance Tax is kept to a minimum. This may involve a combination of strategies including:-

  • Arranging your financial affairs to maximise the available Inheritance Tax allowances
  • Setting up trusts to protect your assets both during your lifetime and after your death
  • Making lifetime gifts to your loved ones and to charity
  • Making tax efficient investments.
  • Our Independent Financial Services Team is on hand to provide investment advice where appropriate.

Early planning is essential to benefit from some or all of these tax saving measures. Contact one of our friendly and experienced private client solicitors today for specialised advice tailored to your own personal and financial circumstances.

Speak to our For Life team






    Call your Local Office

    Aberdeen 01224 332400

    Aberdeen Property Office 01224 564636

    Banchory 01330 822931

    Ellon 01358 720777

    Inverurie 01467 629300

    Stonehaven 01569 762947