Wealth Management

How we can help you manage your personal wealth

When you consider appointing a lawyer as your personal wealth manager, you likely have particular goals in mind, which may include lifetime wealth planning and succession planning.

We understand that our advice addresses a number of important elements to the individuals and families that we work with. We also know that there may be complexities due to particular family circumstances or business interests. That’s why we take great care in discussing your long and short-term goals and understanding your specific ambitions, not just at the beginning of our relationship with you but throughout your wealth management journey.

The services we might provide in response to this include:

• Preparation of wills and powers of attorney
• Tax planning – we can accommodate all of your business and personal tax needs
• Financial and investment advice
• Helping you to determine the most suitable way of holding your personal wealth

An incomparable wealth of experience

With accredited specialists in trust law, charity law and private client tax, solicitors dual qualified in Scotland and in England and Wales, Chartered Tax Advisors and the support of our Anderson Strathern Asset Management financial planning company, we can ensure that our clients receive a tailored and complete service.

We have extensive contacts throughout Scotland in the banking, accountancy, financial and property sectors to assist clients requiring advice or services in these external areas and we’re here to provide you with advice specific to your individual needs and ambitions.