Private Client Services
Phone
01738 577194
Address
10 Blackfriars St Perth PH1 5NS
Stephen is a Partner in our Private Client team and is based in our Perth and Crieff offices. He advises clients on all aspects of succession planning and planning for the future including Wills, Powers of Attorney, executries and trusts. Stephen also assists clients with matters in connection with inheritance tax and planning for the costs of care and residential homes.
Stephen is also a Notary Public and a full member of the Society of Trust and Estate Practitioners (STEP).
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