Private Client Department

Our Private Client Department is staffed by Sharon Galloway and Rebecca Pickering, who between them have extensive experience in dealing with a wide range of private client matters. Rebecca Pickering is also a member of the Society of Trust and Estate Practitioners and sits on the Scotland Branch Committee of STEP.

We are happy to advise on a wide range of issues including:-

  • Wills
  • Tax Planning
  • Executries and estate administration
  • Legal rights claims
  • Formation and administration of a range of types of trust
  • Powers of Attorney, Guardianships and other options under Adult Incapacity law
  • Co-habitants claims on death of a partner

Wills

Making a Will is one of the most important things you can do to ensure that your assets pass to your loved ones. Failure to make a Will can result in unnecessary complications in administering an individual's estate and sometimes result in additional tax being payable. Your Will can also cover issues such as holding assets in trust for children, appointing guardians to children and planning to mitigate Inheritance Tax. Drawing up a Will does not have to be an expensive process. We are happy to provide fee quotations on request.

Tax Planning

No-one wants to pay more tax than they have to. We can help ensure that your assets are passed to your loved ones in a tax efficient manner.

Executries and estate administration

We understand how difficult it can be to deal with the administration of an estate when a loved one passes away. We aim to deal with executries sympathetically and efficiently keeping you fully informed of progress throughout.

Legal rights claims

In Scotland it is not possible to completely disinherit your spouse or children. If you are in a situation where you need advice on these issues, we can help.

Formation and administration of a range of types of trust

Whether you are looking to establish a trust for tax planning reasons, to hold assets for young or vulnerable beneficiaries or to hold the proceeds of a personal injury settlement, we can match your needs to the right type of trust for you.

Powers of Attorney, Guardianships and other options under Adult Incapacity law

There are two types of Power of Attorney, financial and welfare, allowing you to appoint someone to deal with financial decisions or decisions about your health if you are no longer able to do so. Putting in place a Power of Attorney gives you control over who you appoint and what powers you grant to them.

When an individual no longer has capacity to make decisions for themselves but has not put in place a Power of Attorney, we can assist by discussing the options available under Adult Incapacity law to find the right solution for that individual's needs.

Co-habitants claims on death of a partner

Since 2006, where an individual dies without leaving a Will and was cohabiting with a partner, the surviving partner can apply for financial provision to be made for them from the deceased's estate. Timescales for making such a claim are tight so please get in touch with us.