A law firm for life

Inheritance Tax Planning

If you are looking to make a Will, or for advice on inheritance tax planning The McKinstry Company can help.   We have a robust and thorough knowledge of the inheritance tax system and will be able to advise you on how your estate is likely to be treated after death.

We pride ourselves on being a law firm for life, able to adapt with you and your family’s needs.  This is particularly important if you are planning for your retirement and how your finances will be dealt with after your death.

Inheritance Tax Planning Solicitors in Ayrshire & Dumfries and Galloway

Inheritance tax planning can seem overwhelming, and it can be hard to anticipate how the law will apply to you.  It is important when you are considering your Will and how your estate will be managed that you also consider the tax implications of your decisions.  This is where we come in.  Our expert team will meet with you to help you understand the approximate value of your estate and how it will be treated for inheritance tax purposes.  We can talk to you about potential reliefs and exemptions and guide you through this complex area.

For example, we can offer up to date, informed advice on the recent changes to the way in which your home may be treated for the purposes of inheritance tax (as a result of a new policy known as the ‘residence nil rate band’).  This change to inheritance tax law came in to place in 2017, and many are still not aware of how it applies to them.  As experts in this area of law, we can help you understand how your assets will be treated for inheritance tax purposes, cutting through dense legal jargon to offer you clear advice.

We are also experts in Trusts Law, which can be very important for those seeking to pass on assets in a controlled manner to future generations.  We can advise on the inheritance tax implications of setting up and managing a trust, as well as offer insight into the best options available for you and your family’s circumstances.

Get in Touch

At The McKinstry Company, we put our clients at the heart of our work.  As a firm, we never lose sight of the importance of the client and the outcome which the client seeks from us.

Our goal is to generate and maintain strong and lasting client relationships rather than a transactional approach to the work which we undertake.  We are a law firm for life and will work with you as your family and finances change, to ensure that you receive the best possible legal advice.

If you want to learn more about inheritance tax planning, get in touch today.  You can contact us today on 01292 281711 or via our online contact form.  Our friendly and dedicated team are here to help you.

Thiona McQuiston Partner View Thiona's Profile

Thiona is Head of our Private Client Department where she is involved in all aspects of property, asset protection, Powers of Attorney, Guardianship, Wills and winding up estates.  

Having joined TMC almost three decades ago in a support role, Thiona went on to graduate with a Bachelor of Law from the University of Strathclyde in 1999.  When embarking upon her Law degree, she was told by the late Professor Sinclair “My dear, you have the University of Life” and that as a bedrock equips Thiona to advise clients on the aspects of their affairs in which she is involved.

Thiona enjoys walking, yoga, travel and spending time with her husband and family, including her dog Molly.

Debbie Dunlop Partner View Debbie's Profile

Based in our Girvan office, Debbie is a Partner who is highly experienced in Private Client work, particularly in the agricultural and farming sectors. She used to enjoy travelling the world, but now married to a farmer, she spends her weekends in wellies, feeding cattle or on the back of a quad bike. Debbie is also a member of the Agricultural Law Association.

Having lived in Rome for a number of years, Debbie also studied Law at the Université d’Auvergne in Clermont-Ferrand – as a result, she is fluent in both Italian and French. She can also speak a bit of Spanish, thanks to travelling around various Central and South American countries, including walking the Inca trail. She has managed to convince her husband that the cattle in Argentina will be worth a look at some time soon!

A keen runner, Debbie has competed in 10Ks and half marathons, even completing the Rome Marathon. This now comes in handy during lambing time chasing after ewes.

Ayr Sandgate

Queen’s Court House
39 Sandgate
Ayr, Ayrshire
KA7 1BE

  • Disability access
  • Parking close by

Girvan

146-148 Dalrymple Street
Girvan, Ayrshire
KA26 9BQ

  • Disability access
  • Parking close by
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    Mr and Mrs R, Ayr
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    Mr R, Ayr
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    Mr McK, Ayr
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    Mrs S, Ayr
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