Hall Morrice

Services to Private Clients

At Hall Morrice, we are not just about business. We are able to share our knowledge and advice on a wide range of topics from self-assessment to wills and inheritance tax. 

As a family-focused business in which staff have recorded many decades of continuous service, we know how important family is. We can give advice on all areas of family wealth, and how to protect it through effective tax planning. 

Hall Morrice has a team at both its Aberdeen and Fraserburgh offices that is able to consider all aspects of personal tax. It may be something as simple as dealing with an annual self-assessment in a responsive and timeous manner, through to longer-term issues such as wills and inheritance tax planning.

We aim to deliver our advice in a friendly and transparent manner, talking in clear terms about the actions required and possible repercussions of failing to address issues. And, just like family, we tend to stick around – we’ll review tax strategies at set intervals to make sure the approach is still working and to take account of changes in circumstance or legislation.

 

Our services include:

  • Completion of self-assessment
  • Tax return
  • Capital gains tax planning
  • Inheritance tax planning
  • Advice on wills and tax implications
  • Exit and succession planning
  • Services for non-domiciled and expatriate clients
  • Wealth management services
  • Trust accounting and tax compliance
  • Administration of estates