Provided by Morton Fraser MacRoberts
We have one of the largest Private Client practices among independent Scottish law firms providing clear expert legal and financial solutions for individuals, families, business owners and professionals who live in, or have connections with, Scotland. Our clients rely on us to look after their private affairs with the utmost confidentiality and discretion.
Our client base comprises many clients with very high profiles, who rely on us to guide them through their most important and sensitive private matters.
Our highly respected Wills, Trusts and Estates team specialise in assisting HNW clients in relation to their estate planning, and regularly advise international clients, who hold Scottish assets, including providing assistance with gaining access to Scottish assets in cross-border estates, obtaining Confirmation (the Scottish form of probate) from the Sheriff Court where necessary. We represent intra UK and international clients who have invested in estate in Scotland.
In addition, our top ranked and highly regarded Family law lawyers can guide your clients through the complexities of divorce, whether on business related family law matters, HNW international and cross border disputes, particularly intra UK and the ex-pat community residing in the UAE and USA. We also provide expert advice on Power of Attorney requirements, Adults with Incapacity issues and the creation, administration, variation and winding up of Scottish Trusts.
Provided by Chambers
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.
Provided by Chambers
Any advice I have received from Morton Fraser MacRoberts has been the correct advice. The depth of knowledge displayed by the firm has been impressive.
Morton Fraser MacRoberts has a happy, friendly and professional approach coupled with excellent solutions to very complex cases, all the while responding quickly to all correspondence or phone calls.
We have have always found the firm to be very approachable, efficient, and wise in that it has done for for us.
Morton Fraser MacRoberts is very responsive, supportive and gives helpful advice, particularly in times of difficulties.
Any advice I have received from Morton Fraser MacRoberts has been the correct advice. The depth of knowledge displayed by the firm has been impressive.
Morton Fraser MacRoberts has a happy, friendly and professional approach coupled with excellent solutions to very complex cases, all the while responding quickly to all correspondence or phone calls.
We have have always found the firm to be very approachable, efficient, and wise in that it has done for for us.
Morton Fraser MacRoberts is very responsive, supportive and gives helpful advice, particularly in times of difficulties.
Provided by Chambers
Carole goes the extra mile to ensure the correct path is taken and is prompt in responding, as well as very approachable and genuinely interested and concerned.
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 Inglis has a very through and professional approach along with great legal and financial services knowledge.
James provides consistently superb service with a quiet, no fuss manner. He is totally professional while being very approachable and shows a real depth of knowledge and understanding.
I have found James Inglis to be professional, helpful and patient in all matters he has dealt with for me.
Jack Kerr advises on estate planning, succession and will planning as well as inheritance tax and Capital Gains Tax planning.
Jack has a very easy manner, which he combines with a deep knowledge of his subject and an ability to explain things clearly.
Jack is my principal contact and my trusted adviser. He is calm and in control of his practice. He has great skills and a pleasing, confident manner, and he works efficiently.
Jack Kerr is very helpful and approachable with a good understanding of estate planning, including when to dispose of the share portfolio.
Provided by Morton Fraser MacRoberts
Carryl Beveridge
Head of Department
Catriona MacPhail
Emma Wood
Jack Kerr
Provided by Morton Fraser MacRoberts
Entrepreneurs
Individuals and families
Landed estate owners
Philanthropists
Sports personalities
Provided by Morton Fraser MacRoberts
Agricultural and Rural Business
Charities and Third Sector
Corporate / Business
Dispute Resolution
Education
Litigation
Private Client
Real Estate
Succession planning
Tax
Trusts
Wealth management