Our Private Client team, based in Aberdeen, Aboyne and Ballater can provide our clients with practical and sympathetic advice on how best to make provisions for themselves and their loved ones in later life. Generally, this takes the form of advice and guidance to clients on the legal aspects of Asset Protection, Powers of Attorney, the creation and ongoing management of Trusts and the administration of estates.

Our clients will have peace of mind that they have taken steps to ensure that the administration of their estate  shall be in accordance with their wishes.

We are well placed to provide advice in relation to intestate estates; when someone has passed away without having granted a valid Will. We can also advise clients in relation to their Legal Rights entitlement.

We can assist with the application for Guardianship Orders and can offer ongoing help and advice to the Guardian once appointed.

Part of our service is to meet with clients to discuss their general succession planning, to review their legal documents and to liaise with clients appointed financial advisors and accountants so that we can ensure that we are doing all that we can to ensure that their succession planning is as robust as possible. 

We have significant experience in the preparation of legal documents such as:

• The preperation of Wills

• Inheritance Tax efficient Wills, which may include a Trust provision if required

• Continuing & Welfare Powers of Attorney

• Advance Directives (Living Wills)

• Preperation of Trust Deeds; to create Discretionary or Liferent Trusts, and also in relation to the creation of Trusts for the benefit of vulnerable or disabled persons.

We can travel to meet with clients in their own homes or in hospital if required.