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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 necessary steps 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.

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Key Contacts

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

Jaclyn E.P. Russell

Jaclyn E.P. Russell

Partner, Head of Private Client

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linkedin contact
T: 01224 845 858
M: 07884 658 473
E: jaclyn.russell@stronachs.com

Magnus Mackay

Magnus Mackay

Senior Associate, Private Client

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linkedin contact
T: 01224 845 877
M: 07879 518 654
E: magnus.mackay@stronachs.com

Kirsten Anderson

Kirsten Anderson

Senior Associate, Private Client

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linkedin contact
T: 01224 845 899
M: 07552 686 958
E: kirsten.anderson@stronachs.com

Private Client News & Insights

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Our Opinion - AGCC Bulletin March 2021

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Private client team investment in client-focused technology

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Thursday 3rd December 2020

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Thursday 9th July 2020

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Thursday 2nd July 2020

Registers of Scotland are now accepting deceased person’s Wills for registration again, a welcome development in the winding up of estates, ensuring the protection and preservation of Wills following a...

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Potential Reform of Intestacy Rules - Scotland

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Thursday 11th June 2020

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Monday 20th April 2020

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Private Client team awarded highest accreditation from STEP

Private Client team awarded highest accr…

Thursday 16th April 2020

Stronachs has been awarded STEP (Society of Trust and Estate Practitioners) Platinum Employer Partner accreditation, the highest of three accreditation levels awarded under STEP's Employer Partnership Programme. To achieve platinum accreditation...

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Friday 27th March 2020

The Law Society of Scotland has issued guidance on the correct procedures for Solicitors taking Will instructions from new and existing clients during this period when face to face meetings...

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Monday 23rd March 2020

There has been a recent update to Law Society of Scotland guidance regarding Powers of Attorney While Powers of Attorney ordinarily need to be signed in the presence of a Solicitor...

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Tuesday 3rd March 2020

Looking to the future - digital assets Kirsten Anderson, Senior Associate in our Private Client team, is featured in the March edition of the Business Bulletin - published by Aberdeen &...

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Can your business survive after you? Private Client partner, Jaclyn Russell, is featured in the October edition of the Business Bulletin - published by Aberdeen & Grampian Chamber of Commerce. 

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Contact Info

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

 

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

Legal 500uk leading firm 2020