Trusts, Estates & Tax Planning

Headed by Eleanor Kerr, the Trusts, Estates & Tax Planning team are aware that sound legal advice can produce substantial tax savings and our specialists cover the full spectrum of succession, trust, estate planning and taxation issues. In appropriate cases, we undertake the formation and administration of Trusts, Discretionary Trusts, Will Trusts and charities.

Wills are also an important element in the tax planning field. In preparing Wills, we look at our client’s total financial position with a view to making the most effective and tax efficient provisions for survivors while ensuring they reflect our client’s broader aims. When reviewing our client’s affairs, we can also offer advice on inheritance tax mitigation through lifetime planning. For example, we can arrange for insurance policies or death benefits attaching to pension schemes to be written under trust so that the benefits escape tax.

The personnel within the team have the knowledge and expertise to understand and address the practical, as well as the key issues that arise for clients. Our service is tailored to the individual needs of each client.

The Trusts, Estates & Tax Planning Team advises on a range of private client matters, including:

• Wills
• Tax Planning
• Administration of Estates
• Executries
• The Formation and Administration of Trusts
• Powers of Attorney and Guardianship
• Charity Law
• Partnerships

Contacts:
- Andrew Biggart
- Norman Kennedy
- Eleanor Kerr
- Gregor Mitchell