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Factsheets

Private Client factsheets:

  • Dfl_thumb 23 May 2012
    Top Tips for Getting Your Property Ready to Market
    Take a look at our factsheet for some top tips on creating that all-important positive first impression when looking to sell your property.
    more >>
  • Dfl_thumb 23 May 2012
    What is a Power of Attorney (PoA) and do I need one?
    In Scotland a Power of Attorney (PoA) is a legal document giving someone else the authority to take actions or make decisions on your behalf, but what should you consider when appointing an Attorney?
    more >>
  • Dfl_thumb 25 Apr 2012
    What to consider when making a will
    There are lots of things to consider and some truths to confront when it comes to making a will. To get things moving here is what needs to be considered.
    more >>
  • Dfl_thumb 15 Mar 2012
    Succession to Property
    Who your property passes to on your death will depend on a number of factors. Even if you have a Will it may not pass where you intend, so this is something you should address when planning for the future.
    more >>
  • Dfl_thumb 6 Mar 2012
    Tax breaks for married couples
    The government has recently been reviewing the financial benefits of marriage and offering further tax breaks to married couples. Julie McMahon, a Senior Associate in Morton Fraser's Private Client team, takes a look at the current situation.
    more >>
  • Dfl_thumb 5 Mar 2012
    Separation and Capital Gains Tax
    Divorce and separation – there seems to be an awful lot of it about at the moment. Clearly it’s a difficult and emotional time for those involved, particularly if there are children, so it’s no surprise that little or no consideration is given in advance
    more >>
  • Dfl_thumb 5 Mar 2012
    Funding the Future
    We all want what’s best for our children and there are many advantages in being able to provide your children with a private school education – but the financial implications are significant. Sarah McKinlay, a Partner in Morton Fraser's Private Client te
    more >>
  • Dfl_thumb 5 Mar 2012
    Changes to Intestacy Provisions
    If you die without a Will, your spouse is now (as of 1 February 2012) entitled to a larger share of your estate. However, preparing a Will remains the best and simplest way to ensure your home, possessions and money go where you want them to. Sue Hunter
    more >>
  • Dfl_thumb 2 Mar 2012
    Year End Tax Planning
    As the end of the tax year approaches, Sarah McKinlay -- Partner and tax specialist in Morton Fraser's Private Client team -- highlights a number of ways you can make the most of any remaining 2011/2012 allowances
    more >>
  • Dfl_thumb 29 Feb 2012
    Questions to ask before investing in student accommodation:
    For many parents throughout the country their child’s school days are coming to an end and university or college beckons. Halls of residence may seem a good option for the first year but what are the options after that?
    more >>
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