Tax will play a significant part in your personal wealth management throughout your life and ultimately on your death.

The UK tax regime is constantly evolving with the reporting requirements and associated penalties for non-compliance becoming tougher with every passing year. The introduction of Land and Buildings Transaction Tax (LBTT)(Scotland’s stamp duty land tax) from 1 April 2015 and the Scottish Rate of Income Tax from 6 April 2016 together with the promise of further devolution of tax powers to Scotland in the future only adds an additional layer of complexity.

Our team of tax specialists, including six chartered tax advisers, are able to provide you with pro-active tax planning and compliance advice on all aspects of personal tax to help safely guide you through this tax minefield. We aim to protect and maximise your wealth while minimising your tax exposure by implementing practical solutions tailored to your individual and family circumstances and objectives.

We provide a comprehensive range of tax services to individuals and their families, which extends to all other associated interests, including family estates, land and property, business interests, overseas interests, executries, etc...

We specialise in providing inheritance tax (IHT) and capital gains tax (CGT) planning advice to individuals looking to carry out pro-active lifetime wealth planning while managing the level of their tax exposure. Lifetime gifting and wills planning are two areas where we have a particular wealth of knowledge, experience and expertise.

We will make you fully aware of the potential practical, financial and legal implications of any tax planning measures in order to safeguard your future welfare and/or financial security. This includes working closely with other departments to ensure that any tax advice dovetails with your other, for example, commercial, objectives.

Our tax specialists also work in conjunction with our Accounts and Business Support team to provide clients, where required, with a one-stop shop.

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