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
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
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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
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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
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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
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Now that you have children what are the key points to consider when putting a Will in place
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We are delighted to welcome Lauren Beachamp to our Edinburgh Private Client team as a Solicitor.