Private Client Services

Our private client department provides clients with comprehensive, clear and commercially realistic advice.

We help to order a client’s personal affairs, providing peace of mind and protecting wealth.

Advice is provided in respect of the following:

  • Succession planning and the mitigation of inheritance tax
  • Wills
  • The establishment and administration of trusts
  • Powers of Attorney and incapacity issues
  • Executries
  • Business exit strategy
  • Charity Law
  • All other aspects of personal taxation, including providing advice relating to income tax and capital gains tax


Asset protection is key with many clients.  Our team works towards that goal, countering liabilities that may arise from taxation, divorce and business risk.

Our advisors can address the complete picture, organising and structuring the affairs of individuals and families, assuring risk management and tax efficiency.

Taking a global perspective on a client’s personal and business issues, the team applies its expertise towards a bespoke, client focused service.

For More Information Contact:

Euan Fleming
Mobile: 07495 854 499
Direct Dial: 0131 285 7844

Dorothy Kellas
Mobile: 07711 984 919
Direct Dial: 01620 897 174