High Net Worth Guide 2025 : Glasgow, Edinburgh and surrounds
Ranked Individuals
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
Morton Fraser MacRoberts is very responsive, supportive and gives helpful advice, particularly in times of difficulties.
We have have always found the firm to be very approachable, efficient, and wise in that it has done for for us.
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.
Provided by Chambers
Claire has incredible knowledge and her delivery is in a professional but easy to follow way. She is very commercially aware but has a lovely nature which is ideal for the type of work she undertakes.
We are highly impressed with Claire's approach, willingness to help the client and expertise.
Claire MacPherson is great. She is very practical and straightforward.
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.
Private Wealth Law
Private Wealth Law
Private Wealth Law
Provided by Morton Fraser MacRoberts
Carryl Beveridge
Head of Department
Catriona MacPhail
Jack Kerr
Emma Wood
James Inglis
View profile of James InglisClaire Macpherson
View profile of Claire MacphersonJack Kerr
View profile of Jack KerrHigh Net Worth 2025
Practice area: Private Wealth Law
Location: Glasgow, Edinburgh and surrounds
View department profile for High Net Worth 2025
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