Private Client

You can trust us with all that’s important to you

Private Client

Stronachs has one of the most respected private client teams in Scotland.  With us, your personal legal affairs are in safe hands.

We are ideally placed to manage the complexities of family estates, trusts, tax and succession planning as our highly experienced and knowledgeable team comprises one of the largest pools of STEP (Society of Trust and Estate Practitioners) qualified solicitors in the region.

We have been entrusted with the ongoing personal business of generations of families across Scotland and further afield. Returning clients make up a large proportion of our business and many new clients come to us for assistance following recommendations from friends, family and business associates.

Stronachs also has a long history of assisting clients and their families with the often complicated legal procedures that follow a death. We understand that these can create additional stress during a difficult time and our goal is to guide you through the legalities, helping to alleviate the potential anxiety they bring.

Our team has expertise in the formation, ongoing administration and termination of all types of trusts, including charitable trusts. We manage a large number of trusts’ key affairs, providing a range of tailored accounting, tax compliance and management services.

The team takes a collaborative approach, working closely with colleagues in Stronachs’ corporate, banking and finance and rural departments.  This approach allows us to offer a full service in handling matters such as estate and business owners’ succession planning, and support for renewable energy projects carried out by rural landowners.

We are well placed to provide you with clear, focussed advice tailored to your requirements.

For more information, visit our Private Client Services page.

 

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Experience

Tax and succession planning

Powers of attorney and guardianships

Charities

Key Contacts

To make an enquiry, please contact a member of staff below or call 01224 845 845

Jaclyn E.P. Russell

Partner, Head of Private Client
T: 01224 845 858
M: 07884 658 473

Kirsten Anderson

Partner, Private Client
T: 01224 845 899
M: 07552 686 958

Karen Oliver

Legal Director, Private Client
T: 01224 845 841
M:

Private Client News & Insights

Chambers and Partners High Net Worth Guide 2023

July 20, 2023

The 2023 Chambers and Partners High Net Worth guide has been published and we are delighted to announce that the Stronachs STEP accredited Private Client team continue to be recognised and ranked as Band 2 within the guide.

The Winds of Change are Cold

July 10, 2023

The General Economy

Following Jeremy Hunt’s first budget back in October the changes, or lack thereof, of previous Chancellors will really begin to bite for taxpayers in 2023.  The UK, and global, economy is still recovering from the major impacts of a global pandemic and the ongoing war in Ukraine.  Although we may manage to stave off a technical recession it is likely the UK economy will contract for at least one quarter.  Inflation, the measure which tracks the general price of goods and services over time, remains one of the highest in Europe, threatening to push more people into poverty and erode wealth for those with significant assets.

Succession

October 31, 2022

Nominated for 25 Emmy Awards this year, the HBO series ‘Succession’ has captivated audiences and may well have prompted clients to contemplate how best to plan for succession to their estates. 

Drafting a Will for lead character, Logan Roy, would require a bespoke approach, to take account of his vast wealth across multiple countries.  Here we consider an appropriate Will structure, together with some other key points to explore when creating a fitting testamentary writing for Logan.

Calling all Trustees – Three Week Deadline

August 11, 2022

What is The Trust Registration Service?

The Trust Registration Service is an online service which assists Trustees to adhere to their registration obligations under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

New regulations came into force in October 2020. The new regulations mean that there is an increase in the number of trusts that fall into the ‘need to be registered’ category.