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.
A Will and a Power of Attorney are two fairly straightforward documents. They’re simple to set up and they’re not expensive.
If you own anything, have family and dependants, you should have them in place. They’ll ease your mind about what happens when you’re no longer here or no longer able to manage your own affairs.
Sue is the head of our Private Client Division and is a specialist in a number of the areas which are relevant for our private clients.
We should all have a Will in place.
We will ask you to explain how your assets are set up, and how your family works. We will ask you what you want to happen if you are no longer here. We will then advise you whether this can be achieved, and how to do it in the most simple fashion.
We will also make sure that we cover any other issues which become evident as we speak with you. We can use the knowledge of our wide range of experts to make sure that all bases are covered.
Our Wills are drafted in plain English, and we are confident that you will understand them.
A Will can be a stressful thing to put together. We will guide you through the process efficiently, and help you with the difficult areas.
We can get this done very quickly for you, allowing you to get on with your life.
We want to provide our clients with fixed fees. That can be quite difficult to do unless we properly understand your individual circumstances, and what we need to do for you. We don't want to compromise the work we do for you or the service we deliver, by offering a headline grabbing fee quote, which we don't then deliver on.
Our approach to feeing is therefore to meet with you, and to establish your objectives. The cost of this meeting, which will include a review of your assets, succession planning and your tax situation, will be £250 + VAT. The cost of this meeting will be deducted from any fee for work which follows.
At this meeting, we will provide you with an estimated fee for carrying out the work, and we will not go ahead with that work unless you have approved that fee quote.
All work was dealt with in a very professional and timely manner. The benefit of having a wealth planning team was also an advantage.
