Wills Trusts & Executries

Making a will is not usually difficult or expensive. However, it makes things much easier after your death and assures that your estate is distributed in the way you want. A professionally drawn will, tailored to suit you, can minimise the amount of tax and expense that might be incurred on death. Innes Johnston can advise you how your wishes can be best achieved.

After a death, our executry staff can assist in winding up the deceased's estate, distributing it to benefactors and dealing with the tax position.

Powers of Attorney are becoming increasingly commonplace and, properly drawn, greatly assist if a person becomes unable to manage his or her finances or welfare. There are options for how much control is given to those who are appointed as your attorney and at what point the appointment takes effect. They can greatly reduce the difficulties and costs that can be incurred in dealing with the affairs of someone who cannot make decisions for themselves.

If your financial or family circumstances are complicated, you might want to consider whether there are benefits in setting up a trust. Innes Johnston is happy to discuss your requirements and provide solutions which might, for example, reduce the tax burden or provide for beneficiaries who are not able to manage their own affairs.

We also administer trusts and manage portfolios.