We’re here to take the stress out of the legal process with expert advice you can trust, and a personal approach that makes all the difference. Making well-informed decisions today means you can relax, trusting that you’re planning effectively for the future.

Writing your Will and establishing Trusts

Drawing up a will is essential. By making sure your money and possessions end up where you want, you can spare your family and friends unnecessary distress. We can also help you set up trust funds for those closest to you.

The formalities that follow someone’s death involve a good deal of complex paperwork. We can help families deal with this and wind up the estate with the minimum of fuss.  We’ll also help them organise the funeral and register the death.

Inheritance Tax

It’s a good idea to check whether inheritance tax will apply to you. We can help make sure that your family don’t lose out to the tax man.

Powers of Attorney

There’s peace of mind in knowing that your welfare and finances are in safe hands should you lose the ability to make decisions. We can prepare a Power of Attorney so that a friend or relative can, where necessary, act on your behalf.


Planning and advice will go a long way to help you get what you want out of your retirement. We’ll be there with advice on any likely financial or social assistance that you may need.

Community, Residential and Nursing Home Care

All of us will need to consider how we’re going to manage in our old age. Whether you move into a nursing home or stay in your own home. This can often be expensive and can involve a lot of paperwork. Our experience can guide you through the process, whether you need help with realising some assets, accessing your savings or filling in complex forms.

Income Tax Returns

At best, tax returns are an inconvenience, sometimes they’re a worry and occasionally they’re pretty stressful. We can help you prepare and lodge you income tax return, so you can get on with life knowing that it’s correct, it’s filed, and HMRC are taken care of for another year.

Meeting with you

We’re more than happy to meet you in our office or at your home, whichever is more convenient.

For assistance please get in touch with any one of the following:

Jim Baird


Roderick Urquhart


Hilary Peppiette


Christine Mackenzie


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Find Us

16 Heriot Row
(view map)

Tel: 0131 556 2896
Fax: 0131 556 0046

DX ED 206
LP 29 Edinburgh