Wills, Estates and Future Planning

Whether you want to write or update a Will, grant a Power of Attorney or deal with the affairs of a loved one who has passed away, we can offer all of the legal support that you need.

 

What we do

Holmes Mackillop has a specialist team with a wealth of experience which is able to help individuals and their families make decisions the legal issues which affect them personally by providing practical, customised advice. Our Wills, Estates and Future Planning team, led by Ross Brown, Director, prides itself on its personable and empathetic approach when advising our clients on what can sometimes be sensitive matters.

We work closely with the other teams within the firm, most notably in our Corporate and Commercial Property teams, as well our clients’ other advisors (such as their financial planner or advisor, accountant or stockbroker) to ensure that all aspects of our clients’ situation are considered. The aim is to put a comprehensive strategy in place to protect them, their families, and their assets.

The relationship we have with our clients is always at the forefront. Our aim in every we do is to establish a relationship built on trust and openness so that our clients know that their best interests are being looked after. We try to make our advice easy to understand so that our clients have confidence in what we are doing for them.

Visit Our People page to see the profiles of the solicitors in our Wills, Estates and Future Planning team.

Please see below for more detail about our main areas of activity and expertise.

 

Services

  • Wills are often the reason people come to speak to our solicitors, although the conversation rarely stops there. More often than not, our discussions evolve and we talk about Powers of Attorney, Trusts, and Tax Planning too.

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  • Life can be complicated and any estate or succession planning can have tax consequences. At Holmes Mackillop, we are able to advise on all aspects of Inheritance Tax (IHT), Capital Gains Tax and Income Tax to ensure that your goals are achieved in the most tax efficient way.

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  • Trusts can be used for a variety of reasons but, more often than not, their purpose is to protect vulnerable beneficiaries. They are also commonly used for asset protection or tax planning purposes. Trusts can be set up during a person’s lifetime or through their Will. In every case, the tax implications need to be carefully considered and we provide specialist advice on all aspects.

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  • A key part of what we do for our clients is trying to make sure that every eventuality is covered for the future. Life can be uncertain and unpredictable so it is important that, should something unexpected happen to you, the appropriate legal provisions are in place to allow your affairs and welfare to be looked after.

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  • The death of a family member or friend can be a difficult and distressful time. Our personable and empathetic team is able to guide Executors and beneficiaries through the entire process.

    Our aim is to relieve the burden and offer reassurance to everyone involved. We are experienced in dealing with estates of varying value and complexity, whether there is a Will in place or not.

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Contact

Ross Brown

Director, Glasgow
+44(0)141 226 2309
rbrown@homack.co.uk

Carole Johnston

Director, Johnstone
+44(0)1505 328271
cmj@homack.co.uk

Emma Donaldson

Senior Associate, Glasgow
+44(0)141 226 2307
edonaldson@homack.co.uk

Not sure who to contact?

For more information or to enquire about the services we can provide, contact us by phone or email.

+44 (0)141 226 4942
Send us an email