Given the strength of our tax knowledge and familiarity with our client business and personal financial affairs we can plan for life after death in a tax efficient manner. We provide a caring, personal approach to the drafting of Wills and Powers of Attorney and the Administration of Estates, ensuring that both before and after death families and individuals are comfortable that their affairs are being dealt with as efficiently, swiftly and tax efficiently as possible.
Trusts can be a useful vehicle for tax planning or asset protection within families and we can advise and assist on the creation or winding up of Trusts along with dealing with the annual reporting requirements. Trusts are often considered unnecessarily complicated; however, they can be beneficial in the right circumstances, and we can guide clients through the options available.
"We can’t thank them enough for their professionalism and guidance”
"The directors take considerable care in understanding our needs”
GUY LEE, Sandystones Ltd
The wills, trusts and estates department are led by Ginny Stewart. Our knowledgeable team includes accountants and lawyers qualified in both England and Scotland. We can offer a complete trusts and estates service under one roof but are also happy to liaise with your other advisors as best suits you. Read more about Ginny’s role at the firm