At Morton Fraser we have highlighted clarity as our guiding principle.
This directs the way we communicate, the way we advise, the way we conduct relationships with our clients and the way we are totally transparent and upfront about our charges. This applies to all our services from the straightforward to the more complex.
Read legal insights, our comments on the latest legal updates and articles covering all types of legal queries and scenarios, written by experts from our teams.
A clear future together.
Tax is an inevitable part of life and is often relevant at the time of death too. Tax evasion is illegal, but it is perfectly legitimate to try and reduce tax liability by planning within the laws in force at the time. Tax needn’t hurt as much as it might.
Carryl is a Partner in our Private Client team, based in Edinburgh.
It's a family affair. Parents. Grandparents. Assorted sons, daughters, their parents and kids.
Equal parts joy and mayhem. Our personal relationships, welfare and business, seamlessly managed together.
There’s nothing quite like the modern family. A smarter, happier future starts here.
At Morton Fraser, our clear, in-depth knowledge of the law, coupled with an understanding of your circumstances and wishes, can protect your family and any other dependants from the impact of Income Tax, Capital Gains Tax and Inheritance Tax. If you have accrued wealth and assets, or hope to do so, it is in your best interests to embark on a clearly outlined tax planning strategy at the earliest opportunity.
We have a team of legal, tax and financial advisers whose combined expertise will guide you through the complexities of tax planning. We can also do your tax compliance work, making sure that your annual tax return is accurate and submitted on time. We can organise legal structures to help your circumstances, for example Wills and Trusts. Regulated by the Financial Conduct Authority, we are Independent Financial Advisers as well, which enables us to complete a whole market review. We can advise and set up tax efficient financial products, potentially saving you money while protecting your assets.
We can help you:
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In almost all cases, we will be able to give you a fixed fee quote before we start any work for you. Occasionally this is not possible because it is not clear exactly what will be involved. In that situation, we will give you a clear indication of the likely cost and establish a more defined scope of work as quickly as possible.
The ‘advanced thinking’ Morton Fraser is ‘responsive and proactive’.
Morton Fraser’s ‘professional and compassionate’ team is ‘a breath of fresh air’ and is well equipped to guide clients through a broad range of private client matters. The team advises boards of trustees and individuals on the administration of trusts, estate planning and tax matters, as well as the drafting of wills. The firm also handles general succession planning and contentious executry work.
