Private Wealth Law - Glasgow, Edinburgh and surrounds
Band 3
What the Team is Known For
Morton Fraser MacRoberts has a large private client team in its Glasgow and Edinburgh offices. The team advises on tax matters, succession planning and trusts. It also handles contentious trusts matters and estate disputes.
Strengths
The care that was taken over us and the extent to which we were kept informed at each stage of the process was very impressive.
Morton Fraser MacRoberts provide an efficient service.
We have been so impressed by the warmth, friendliness and efficiency of all the staff we have met at Morton Fraser MacRoberts. The warmth of the reception staff is equalled by the warmth of the professional colleagues. Our experience suggests that no one should be apprehensive about a meeting with a legal adviser at this organisation.
Notable practitioners
Claire MacPherson advises on complex private client matters, including international matters.
Claire always provides excellent and very practical advice.
Claire is very responsive and insightful.
Clare is a hugely knowledgeable practitioner who is a joy to collaborate with on advice and planning issues.
Carryl Beveridge heads Morton Fraser MacRoberts’ private client team. Beveridge advises on estate and succession matters, including the structuring of trusts, gifting strategies and family investment companies.
Carryl is a great all-rounder with a very nice manner.
James Inglis advises on estate planning, administration of executries, charitable planning and trusts. He has a particular focus on contentious trusts and estate disputes.
James is an exceptional talent. He is an expert in knowledge and has a very reassuring manner that immediately puts you at your ease.
Jack Kerr advises on estate planning, succession and will planning as well as Inheritance Tax and Capital Gains Tax planning.
Jack has been fantastic. Sympathetic, diplomatic, and clearly explains the complex issues. He responds quickly to emails and telephone calls (even on Sundays). He is patient, kind and very knowledgeable. We have benefitted hugely from his counsel.
Jack and his team make everything work so smoothly.
