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The death of a relative or a friend can be a traumatic experience for those asked to take on the responsibility of handling the personal affairs of those who have passed away.  

Stronachs’ goal is to guide executors through the legalities, helping to alleviate some of the stresses involved in the event of a death.

We have a long history of assisting clients and their families with the administration of estates, and are able to answer and address questions or concerns for those asked to act as executors.

Our team will work with you to ensure that your duties are discharged fully and properly.

Where a person dies without a will (“intestacy”), Scottish intestacy law directs how the estate is to be distributed and we will advise you of the rules to ensure the correct beneficiaries are identified.

In the vast majority of cases an executor will be required to wind up an estate.  If no executor is appointed under a will, or an executor appointed under a will is not able to act, we will take the steps necessary to appoint a new or replacement executor.

Identifying assets of the estate can be a difficult and emotional process.  We will work with you to ensure a full inventory is created for the purposes of obtaining Confirmation (the Scottish equivalent of “probate”).

We will work with executors to ensure tax efficiency is achieved, applying for and securing reliefs through deeds of variation and disclaimers, where assets are sold at a gain or at a loss, and when the estate is exposed to inheritance tax. We will also arrange for the deceased’s final income tax return to be completed and submitted to HMRC.

We will advise executors of any entitlements certain family members may have to a minimum share of an estate, in order to protect them from potential claims.  Separately, we can also advise individuals who think they may have a claim against an estate, or who are thinking of contesting a will.

Key Contacts

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

Carol Crowther

Carol Crowther

Partner, Head of Private Client

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linkedin contactT:01224 845 947
E:carol.crowther@stronachs.com

Jaclyn E.P. Russell

Jaclyn E.P. Russell

Partner, Private Client

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linkedin contactT:01224 845 858
E:jaclyn.russell@stronachs.com

George Stevenson

George Stevenson

Consultant, Private Client

View full profile
linkedin contactT:01224 845 819
E:george.stevenson@stronachs.com

Private Client News & Insights

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Burial and Cremation (Scotland) Act 2016

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The Burial and Cremation (Scotland) Act 2016 (‘2016 Act’) has now been on the statute books for one year. The Act provides a comprehensive and modern framework for funeral arrangements...

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Imminent Tax Changes for Non-Doms

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Tuesday 28th March 2017

While non-domiciled individuals (“non-doms”) have traditionally received favourable tax treatment in the UK, a number of reforms were announced in the 2015 summer Budget to widen the scope of the...

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Spring Budget 2017 – Key Impacts for Your Clients

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Thursday 9th March 2017

Yesterday Chancellor Philip Hammond delivered his first and only Spring Budget.  Although, as anticipated, the Budget was relatively uneventful, a number of previously announced changes which may affect clients will...

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Common Reporting Standard - Guidance for Charities

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Monday 9th January 2017

The new year brings with it the end of the first reporting period under the Common Reporting Standard (CRS), a measure designed to assist in the fight against international tax...

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Stronachs achieves STEP recognition for Private Client team

Stronachs achieves STEP recognition for …

Wednesday 14th December 2016

Stronachs LLP in Aberdeen has achieved specialist accreditation for its Private Client team, becoming one of only five Scottish practices to be recognised as an Employer Partner by STEP.

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Succession (Scotland) Act 2016 comes into force

Succession (Scotland) Act 2016 comes int…

Thursday 27th October 2016

In January we reported on the provisions of the Succession (Scotland) Bill 2016, which went on to receive Royal Assent on 3 March 2016. While some administrative provisions came into...

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A Clean Break?

A Clean Break?

Thursday 11th August 2016

Significant changes to Scottish Succession law are on the way with the enactment of the Succession (Scotland) Act 2016 (“the 2016 Act”) due to come fully into force on 1...

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Dedicated lawyer Kirsten takes big STEP forwards

Dedicated lawyer Kirsten takes big STEP …

Friday 1st July 2016

A SENIOR solicitor from Stronachs LLP has been named one of the top two Scottish candidates in a recent specialist exam set by the Society of Trust and Estate Practitioners. Kirsten...

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Scottish Charitable Incorporated Organisations

Scottish Charitable Incorporated Organis…

Tuesday 28th June 2016

The Scottish Charitable Incorporated Organisation, or “SCIO”, is the newest form of charity structure in Scotland.  Five years on from its introduction, over 1,000 SCIOs have been established.  An increasing...

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Property investors setting up companies face minefield of tax considerations

Property investors setting up companies …

Wednesday 20th April 2016

Transferring properties into company ownership has become a hot topic, as changes in tax rules spur those with a portfolio on to looking at the best way to manage their...

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Chambers UK 2106

Contact Info

ABERDEEN OFFICE
28 Albyn Place, Aberdeen AB10 1YL
Tel: +44 1224 845845

 

INVERNESS OFFICE
Camas House, Pavilion 3, Fairways
Business Park, Inverness IV2 6AA
Tel: + 44 1463 713225

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