Wills & Succession Planning

Planning for later life is sensible, and could prove invaluable for the security and well-being of your loved ones.

You will have worked hard to best provide for yourself and your family and should always plan ahead, for the time when you are no longer here, regardless of your age and stage in life. Making a Will or drafting a Power of Attorney can feel daunting and sombre, but their lasting effects can greatly aid your family in managing your estate during a traumatic time.

Our advisers work closely with clients on a daily basis to produce Wills and Powers of Attorney for the management of complex assets and affairs including properties, family businesses, and the interests of step-families, as well as more straightforward estates.

You do not need to worry about how to go about making a Will or drafting a Power of Attorney. Our approachable and friendly legal experts know this can be an emotive thing to do and will take you through a series of questions and scenarios, which will allow them to produce a range of options for you to select from. From there your Will and/or Power of Attorney will be prepared in draft for you to consider.

Your wishes will not be implemented until the document is signed, and we can help give clarity to your thoughts and wishes, and ensure your signed Will and Power of Attorney is exactly as you want.

We have expertise which allows us to advise on the following matters:-

• Why you need a Will
• Issues to consider for your Will
• Business assets
• Step families
• Legal rights in Scotland
• Inheritance Tax planning
• Charitable giving
• Why you need a Power of Attorney
• Understanding mental capacity
• Cross border  estates & International succession
• The difference between England & Scotland
• Domicile

Morton Fraser was awarded, Private Client Team of the Year at the Scottish Legal Awards 2010 and Conveyancing Firm of the Year at the Law Awards of Scotland 2009.

Contact us:

Sue Hunter, Partner

Telephone: 0131 247 1313

email: sue.hunter@morton-fraser.com

 Julie McMahon, Senior Associate

Telephone: 0141 274 1108

email: julie.mcmahon@morton-fraser.com