MHD’s Private Client Team offer the full range of legal services to promote, preserve and protect the family and individual's wealth.
We have considerable experience and expertise in financial management, preparing Wills (including Living Wills), preparing Powers of Attorney and Guardianships under the Adults with Incapacity Act (Scotland) 2000, dealing with all aspects of deaths and estates (executries) and in providing inheritance tax planning in a variety of ways including through the efficient and effective use of trusts, lifetime gifting and other forms of lifetime investment. We offer independent financial advice (authorised by The Law Society of Scotland) where, not being tied to any financial organisations we can consider the entire range of investment options and help you identify that most suitable for your specific needs.
We will help identify the issues you should address and then we will work with you to provide solutions that you feel comfortable with and understand. Perhaps more than any other area of law, the success of private client work depends on the trust established and built up between the client and the lawyer and we work hard to provide a high level of service that will generate a similar degree of trust.
With the fast growing housing market, inheritances, windfalls and high salaries, more and more people have the need to consider investing funds and assets. We can speak to you about the various types of investments that exist and we can direct you towards finding an appropriate type of investment be it income driven, capital driven or on a short or long term basis. We are independent and therefore have your best interests at heart. We are authorised by the Law Society of Scotland to provide incidental investment advice.