private client
Private Client

Succession planning and inheritance tax

Whatever your individual needs are, our legal team can help you plan for the future you have in mind.

Specialist lawyers to help you plan for the future

No matter what stage you are at in your life, it’s never too early to start planning for the future.
The legislation around inheritance can be complicated and you need to know who will benefit from your estate, especially in cases of separation/divorce, second or further marriage, cohabitation or where there are business interests.

You might want to preserve some of your assets for future generations, or to protect groups of people from inheriting at the wrong time. Succession planning is often linked to retirement planning and our expert team can work alongside financial advisers to optimise your position.

Capital gains tax is payable on death or, in some circumstances, during a person’s lifetime and, while there are allowances and exemptions available, the rules can be complex and subject to change. We can help you mitigate your tax implications, prepare and submit tax forms and help guide you through what can often be a tricky area of law.

We are here for all your legal needs. How can we help?
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People

Ed office Nov blue L website

Euan Fleming

Partner, Head of Private Client

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Dorothy Kellas

Partner

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Glen Gilson

Managing Partner