Private Clients

We offer a wide range of advice and services to help our clients either prepare for the unexpected or cope with it, if something has already happened. 


The most important thing for us, whether we’re helping a client prepare for the future or deal with the unexpected, is to make sure we understand what has to be achieved. We work with our clients, getting to know them so the legal solutions we put in place do what’s required.

But there’s more to it than that. We’re often working with our clients as they are experiencing difficult or challenging events. We are sensitive in our approach, always putting ourselves in our clients’ shoes to help them through what can often be difficult situations.

There are lots of things we do, but here’s a selection of some of the work completed for our private clients:

  • Providing expert legal advice on Wills

  • Estate and tax planning to help mitigate Capital Gains Tax and Inheritance Tax bills

  • Providing advice on the creation, running and termination of trusts – used to help protect assets and/or beneficiaries

  • Advising the elderly and helping them prepare for the future including benefits entitlement, care options and protecting their assets from nursing home fees

  • Creating Powers of Attorney, advising on incapacity issues and applying for Guardianship and Intervention Orders from Court

  • Administering a dead person’s estate is known as an executry. We can help at this difficult time, whether there’s a Will in place or not

Get In Touch

If you are interested in working with us or just have a question, please don’t hesitate to contact us using the details below.

Edinburgh Office

202 Dalry Road, Edinburgh, EH11 2ES

t: 0131 337 9692
f: 0844 682 5529
DX: ED166 Edinburgh

West Calder Office

42 Main Street, West Calder, EH55 8DR

t: 01506 872911
f: 0844 682 5529