At Stuart & Stuart, we understand the importance of managing your personal affairs with care and precision. With increasingly busy lives, it can be difficult to know how to manage your personal legal matters and ensure that you and your family are protected in later life. Our team of expert private client solicitors are on hand to offer you practical, advice on a range of legal matters - from asset protection to administering the estate of a loved one.
We pride ourselves on our client-focused approach and our value for money service. Wherever possible, we operate a fixed fee service, allowing you to carefully plan and manage your legal costs. If we cannot estimate the costs involved, we will have our files assessed independently by a Law Accountant, giving you peace of mind that we will only ever charge a fair fee for our services.
See below for the key areas in which our Private Client solicitors can offer advice. If you need any assistance, please speak with a member of our Private Client team today.
Wills and estate planning
None of us like to think about death and it can be challenging to think about how you would like your estate to be administered when you are not here. However, if you want to ensure that your estate is distributed in accordance with your wishes, it is vital to have a Will in place. Taking stock of your assets and considering how you wish these to be dealt with after your death is a significant part of estate planning. Having a Will also significantly reduces the administrative burden on your family, as it is clear exactly how you wish your estate to be divided.
Our solicitors have extensive experience in drafting both simple and complex Wills.
The Private Client team at Stuart & Stuart is here to guide you through the estate planning process, including providing advice about how to:
- protect assets for your loved ones
- ensure that your children and other vulnerable beneficiaries are looked after
- minimise Inheritance Tax
- help you to deal with assets situated around the world
- make the most suitable Will to suit your family circumstances, whatever they may be
Whether you want all of your assets to pass to your spouse or children, or have specific bequests you wish to leave to certain individuals, our team of solicitors can advise on the best way to achieve your desired outcome.
When a family member passes away, it can be difficult to navigate the administration process. In Scotland, an executor will be appointed and it will be their responsibility to wind up the estate, which involves ingathering all of the deceased’s assets and distributing them, according to the terms of a Will or the general law, depending on whether a Will was in place.
This can be a complex process, which requires liaising H.M. Revenue and Customs, with banks, insurers, estate agents and others. Dealing with assets abroad, such as a holiday home, can also add a different dimension which requires specialist advice and cross-border assistance. During a challenging time, this can be a very daunting process for a family. Our solicitors can deal with the day to day burden of administering an estate, ensuring that the process is as streamlined as possible and liaising with lawyers in other countries as necessary.
Adults with incapacity
There are many reasons why an adult can no longer make decisions about their own lives. It may be that they are suffering from a sudden accident or illness, or from a gradual decline in capacity in old age. There are numerous legal solutions to this problem, ensuring that you can care for a loved one when they can no longer care for themselves.
Contact our Private Client Solicitors in Edinburgh, Bonnyrigg and Penicuik
Stuart & Stuart's Private Client practice in Edinburgh, Bonnyrigg and Penicuik has a wealth of expertise and we are able to assist you with all manner of private client matters. From drafting your Will to supporting you in protecting elderly family members, we offer clear, practical advice that is right for you and your family.