Personal Wealth & Tax
Our advisors support individuals and families through every stage of life, safeguarding their interests, planning for the future and navigating matters with clarity and compassion. As trusted advisers, we combine specialist technical knowledge with a personal approach, giving clients confidence and reassurance to manage their personal affairs and safeguard their assets often during complex and sensitive times.
We provide comprehensive expertise across wills, trusts, estate and succession planning, tax, executries, family law, residential property, powers of attorney, philanthropy, employment and disputes. Our advice is shaped by a deep understanding of the legal, practical and emotional considerations that arise in personal and family matters. We take time to understand each client’s unique circumstances and priorities, delivering clear, tailored guidance. Many clients have relied on us for generations, and we frequently advise multiple branches of the same family on long-term planning as well as rapidly evolving needs.
Our team brings together almost 50 experts in Personal Wealth, Tax, Family & Residential Property who work seamlessly to support individuals and families across Scotland and the wider UK. Working closely with colleagues across Land & Rural, Corporate, Real Estate and Litigation, we provide joined-up advice that reflects the full spectrum of our clients’ personal, business and property interests. This cohesive approach enables us to support complex and evolving needs — from family business structures and rural estates to cross-border assets and modern family arrangements.
Our ability to translate technical developments into clear, practical advice helps clients navigate an evolving legal and tax landscape with confidence.
At the heart of our practice is a commitment to exceptional client care. We understand that discretion, responsiveness and clear communication matter. If you are unsure where to begin, you can request a confidential call back, and a member of our team will contact you at a time that suits you.
Services for you and your family
Personal Wealth & Tax News and insights
9 Jun 2026 | Time to read: 6 mins
8 Jun 2026 | Time to read: 3 mins
18 May 2026 | Time to read: 6 mins
12 May 2026 | Time to read: 5 mins
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Our team provides clear, practical advice helping clients navigate every stage of life. Get in touch with one of our team to find out how we can help you.
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