Provided by Morton Fraser MacRoberts
Morton Fraser has one of the biggest private client teams in Scotland, with offices in Edinburgh and Glasgow.
The team is renowned as trusted advisors to high-net-worth individuals and families, including landed estate owners, entrepreneurs, sports personalities and those in the arts, offering expertise and clear legal advice on both contentious and non-contentious aspects of complex tax and succession planning, including cross-border issues.
They advise on the use of Trusts in tax planning and as a form of asset protection and administer several large Trusts for family wealth succession and philanthropic purposes.
They also have strength in dealing with complex inheritance tax planning through the use of agricultural and business property reliefs, as well exemptions and other reliefs.
They offer clients end-to-end advice where needed, drawing on the firm's expertise in litigation and dispute resolution, agricultural and land law and corporate law.
They also offer clients access to a team of chartered financial planners who provide financial solutions to complement legal solutions, so that clients benefit from full-picture estate planning, including advice on pensions and wealth planning.
The team is regulated by the Financial Conduct Authority, and are independent advisors.
Provided by Chambers
Scottish firms Morton Fraser and MacRoberts recently merged. The merged firm has a large private client team in its Glasgow and Edinburgh offices. The team advises on tax matters, succession planning and trusts. It also handles contentious trusts matters and estate disputes.
Provided by Chambers
The team are consummate professionals who have a personal touch.
I have always found the range of expertise covers all that we have required. We have been very happy; for all of the help we have needed we have been able to find the right person.
They are diligent, proactive and timely, providing very professional service throughout.
The team are consummate professionals who have a personal touch.
I have always found the range of expertise covers all that we have required. We have been very happy; for all of the help we have needed we have been able to find the right person.
They are diligent, proactive and timely, providing very professional service throughout.
Provided by Chambers
Carole McAlpine-Scott advises high net worth clients on a range of matters including estate administration, charitable planning, trusts and tax matters.
Carole provides a personal touch in understanding and resolving individual client needs.
Carole is pleasant to deal with at all times and keeps one well informed.
James Inglis advises on estate planning, administration of executries, charitable planning and trusts. He has a particular focus on contentious trusts and estate disputes.
Overall, I was more than happy with James for the smooth progress of the matter, the prompt attention to correspondence and the clarity of communications.
Sue Hunter is head of the firm's private client sector and wealth management team. Hunter is a solicitor and also a chartered financial adviser who is qualified to provide financial advice.
Sue is brilliant. She is understanding and professional but, as happens with great staff, empathetic and funny.
She is technical and very client-focused.
Provided by Morton Fraser MacRoberts
Carryl Beveridge
Head of Department
Catriona MacPhail
Emma Wood
Jack Kerr
Provided by Morton Fraser MacRoberts
Entrepreneurs
Individuals and families
Landed estate owners
Philanthropists
Sports personalities
Provided by Morton Fraser MacRoberts
Agricultural and Rural Business
Charities and Third Sector
Corporate / Business
Dispute Resolution
Education
Litigation
Private Client
Real Estate
Succession planning
Tax
Trusts
Wealth management