Tax will play a significant part in your personal wealth management throughout your life and ultimately on your death. Our team of personal tax specialists has an unrivalled depth of knowledge and experience and we pride ourselves on providing advice tailored to each of our client's individual needs and ambitions. We can provide a one-stop shop for personal tax services.

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Our dedicated tax specialists are able to provide you with proactive tax compliance and planning advice on all aspects of personal tax, from preparing your personal income tax self-assessment tax return to full tax planning reports. Our aim is to enable you to make informed decisions that are right for you and your family, protecting and maximising your wealth while minimising your tax exposure by implementing practical solutions tailored to your personal circumstances and objectives.

Our specialist services

We provide a comprehensive range of tax services to individuals and families, which extends to all other associated interests, including family estates, land and property, business interests, overseas interests, trusts, executries, etc.

We specialise in providing inheritance tax (IHT) and capital gains tax (CGT) planning advice to individuals looking to carry out proactive lifetime wealth planning while managing the level of their tax exposure. Lifetime gifting and wills planning are two areas where we have particular experience and expertise.

We will make you fully aware of the potential practical, financial and legal implications of any tax planning measures available to safeguard your future welfare and/or financial security. This includes working closely with other departments to ensure that any tax advice dovetails with your other, for example, commercial, objectives.

We’re here to help you navigate this complex area of the law, taking the time to discuss your current wishes and future goals, and ensuring that the advice we provide is tailored to your personal situation.

Our accreditations

Our team comprises eight Chartered Tax Advisers, Law Society of Scotland accredited specialists in tax law, Members of the Law Society of Scotland’s tax committee and members of the Society of Trust and Estate Practitioners (STEP). It is one of the largest tax teams in Scotland working in law and our people are vastly experienced in all areas of personal tax.

"Offering a complete package of legal and financial advice under one roof. Experts in their field available throughout."

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