Private Wealth Law

About

Provided by Morton Fraser MacRoberts

Morton Fraser has one of the biggest private client teams in Scotland, with offices in Edinburgh and Glasgow.

The team is renowned as trusted advisors to high-net-worth individuals and families, including landed estate owners, entrepreneurs, sports personalities and those in the arts, offering expertise and clear legal advice on both contentious and non-contentious aspects of complex tax and succession planning, including cross-border issues.

They advise on the use of Trusts in tax planning and as a form of asset protection and administer several large Trusts for family wealth succession and philanthropic purposes.

They also have strength in dealing with complex inheritance tax planning through the use of agricultural and business property reliefs, as well exemptions and other reliefs. 

They offer clients end-to-end advice where needed, drawing on the firm's expertise in litigation and dispute resolution, agricultural and land law and corporate law.

They also offer clients access to a team of chartered financial planners who provide financial solutions to complement legal solutions, so that clients benefit from full-picture estate planning, including advice on pensions and wealth planning.

The team is regulated by the Financial Conduct Authority, and are independent advisors.