Private Client Services
Phone
0131 656 5670
Address
Caledonian Exchange 19A Canning Street Edinburgh EH3 8HE
Callum Kennedy is a Partner and acts as legal advisor to many individuals and their families. He also sits on the Council of the WS Society and is a member of the Society of Trust and Estate Practitioners (STEP).
Callum specialises in asset protection for clients through inheritance tax planning, Wills and the administration of estates, powers of attorney and guardianships and the creation and managements of trusts.
Callum advises a substantial number of Scottish-based charitable trusts dealing with their administration and management and all relative governance, legal and investment matters.
insights
The legislation protecting adults who no longer have mental capacity is under review – however, early planning can prevent issues arising
insights
In the latest issue of Lindsays Life we offer some advice on what to do if you lose your Will and how to prevent it happening in the first place
insights
Pension changes announced in the 2024 UK Budget could affect younger families more than they expect. Doran Mitchell explains more in the latest issue of Lindsays Life
insights
If you or a family member receive a lump sum due to an injury, a PI trust can help manage and protect the funds as part of your financial planning
insights
Planning to travel abroad this year? Why not put a PoA in place as insurance against future unknowns – a trusted person can then act on your behalf should the need arise
news 7 May 2025
Including a liferent in your Will can be a helpful way to provide for someone during their lifetime while making sure certain assets eventually pass to others as you wish