Wills and Succession Planning

We understand the importance of planning for the future and ensuring your loved ones are looked after, and our experts are experienced in drafting wills and assisting with succession planning. We’ll take the time to listen to your individual needs, helping you make your own choices about who receives what and when.

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The expertise we bring to planning ahead and dealing with estates is second to none. Our service is not just about the law, it’s about understanding our clients’ needs and wishes and bringing peace of mind in a compassionate way.

We understand the complexities involved in helping families preserve, grow and protect generational wealth and how best to guide individuals who have built up their own assets. We’ll provide you with a service that fits your requirements, whether that involves a succession plan so you can pass your assets on to your loved ones gradually and enjoy seeing them benefit, or whether you’d rather pass things on in due course.

Having a well drafted will lets you decide who will deal with your estate when the time comes, and who receives what and when. Wills are often at the bottom of our ‘life admin’ lists, but the difficulty that a family left behind can face when there is no will cannot be underestimated. In Scotland, the people you expect will inherit from your estate may not, or may not receive everything. We’ll advise on some potential pitfalls and help you reach your preferred solutions.

We’re aware of the issues that can arise and know what to ask to ensure your intentions are realised where possible. You’ll have peace of mind knowing that when you die, everything should pass to those people that you want to remember. Ensuring your intentions are clearly defined should result in a swifter process for your loved ones.

Occasionally, wills are not challenged but claims made against the estate. If that occurs, we have expertise in this complex area. The validity of a will may also be questioned. We understand the legal intricacies and court procedures involved and can guide you through this difficult process if needed.

Tax planning, transfer and use of assets, executrices and access to financial advice from colleagues will all be considered as part of the specialist service we provide when helping you to draft a will and in determining how best to provide for your family’s future through a succession plan.

"What we were looking for was a legal team who knew their customers' business, were contactable, provided a personal service, had a dedicated team who looked after your needs and were discreet and trustworthy. That is exactly what we have found."

Client testimonial