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Murray Beith Murray LLP is a leading Scottish private client law firm.

For 175 years we have specialised in meeting the legal, financial and administrative needs of individuals and families, family trusts, charities and private companies.

Call us today on 0131 225 1200
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Duties of trustees in Scotland

adam swayne

If you have been appointed as a trustee, you may be concerned about your duties and obligations. Trustees are appointed to manage assets on behalf of the trust’s beneficiaries and, as a result, have certain fiduciary duties towards those who benefit from the trust. In this article we provide a brief overview of what trustees must do, the duties that they have, and how they can get advice and assistance in carrying out their obligations.

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Giving Power of Attorney: How to be clear about your wishes


Giving Power of Attorney can be a very overwhelming experience. You need to be confident that you choose someone you trust and that this person will conduct your affairs as you wish. Choosing the right person and making your wishes clear are an important part of the Power of Attorney process, and can put your mind at ease that should you lose capacity, your Attorney has everything they need to carry out their role as you intended. In this article, we provide practical advice for choosing your attorney and making your wishes clear to them. 

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Appointing and removing executors in Scotland

andrew paterson

Executors who have been appointed under a Will in Scotland hold a very powerful position with many duties and obligations. They have been chosen by the deceased to carry out a specific role because they have been trusted to administer the estate correctly and in line with the deceased’s will. When an executor has been chosen, it is presumed that they are the right person to carry out this role and as a result, it can be challenging to remove an executor from their position. Unless the executor agrees to resign, they may only be removed from their position by the court. In this article, we look at why you may wish to remove an executor, and the court processes for doing so.

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What is involved in obtaining Confirmation for an estate in Scotland?

andrew

If you have been appointed as an Executor of an estate, you may have heard the term ‘applying for Confirmation’. An executor must normally obtain Confirmation before distributing the assets forming part of the deceased’s estate in line with the wishes set out in their Will. However, there are several steps involved in obtaining Confirmation. This article provides a brief overview of what is involved in the Confirmation process. 

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Mismanagement of Trusts and Power of Attorney


If you believe that a trustee or attorney is not managing the assets and affairs of a loved one as they should, you will understandably be concerned. Both trustees and attorneys have great power and responsibility in their position, and abuse of this position can have serious consequences. In this article, we look at the general financial duties of attorneys and trustees, as well as what you should do if you think something is wrong.  

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