Private Client

Advising private clients has always been at the heart of our business. We have a strong, dedicated team offering expert advice to our clients who tell us they find us both professional and approachable.

Our clients range from those of modest means whose affairs are straightforward, to high net worth individuals who require more complex and detailed assistance. Our service encompasses wills, trusts, executries, inheritance disputes, philanthropy, personal tax planning and wealth management. We regularly advise in relation to Powers of Attorney, Guardianships and the affairs of the elderly. We specialise in providing charitable clients with assistance on a variety of issues ranging from advising on the most appropriate structure for the charity, obtaining charitable status and complying with statutory regulations. One of our core strengths is dealing with the administration of executries in a sympathetic and professional way. We are regularly instructed to advise on contentious and complex estates which require a tactful but robust approach, ensuring that our clients’ interests are protected and enforced.

As part of a full-service firm, we have immediate access to experts in other areas, enabling us to provide a customised solution which covers all aspects of our clients’ affairs. Property solicitors within MacRoberts’ Private Client Group deal with the purchase and sale of properties, residential leasing and property transfers and in particular on the use of property for tax planning purposes and asset protection.

We also work closely with our colleagues in the firm’s Corporate Group, assisting family businesses with the issues and challenges that are unique to them. Whatever your situation, we have the experience to offer you practical, cost effective and jargon-free advice.

 

Our Services

We can help you with:

  • Wills & Tax Planning
  • Executries
  • Tax
  • Trusts

Our client offering also includes providing charitable clients with advice and assistance on a variety of issues ranging from setting up a charity, obtaining charitable status and complying with statutory regulations, to the making of corporate or personal donations in the most tax efficient manner to ensure the chosen recipient can maximise the benefit of any donation.

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