Private Client
Phone
01738 577194
Address
10 Blackfriars St Perth PH1 5NS
Stephen is an Associate 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).
news 28 February 2024
A recent Scottish case where a DIY Will was found to be invalid resulted in the estate falling into intestacy rather than being divided in accordance with the deceased wishes
news
Kerri Dearsley was presented with the Superstar Award at the Scottish Paralegal Association Dinner Dance in Glasgow on Friday 24 November
news 30 November 2023
The ongoing legal battle regarding Aretha Franklin's two Wills highlights the difficulties in trying to identify and uphold a deceased’s true wishes
insights 30 October 2023
Thousands more could face Inheritance Tax charges as investigations into peoples’ liability to pay are increasing
insights
Scots with a place in the sun are advised to take steps to ensure the ownership of their foreign home is properly protected
insights
The English case of Harbans Kaur v The Estate of Karnail Singh reinforces the value of legal rights in Scotland in protecting certain family members from disinheritance