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).
news 3 September 2025
Increased awareness of the impact of impending changes on privately-owned SMEs and family businesses is needed
insights 28 August 2025
Reviewing your Will should ideally be done at least every five years, or sooner if your personal circumstances have changed
insights
In the latest issue of Lindsays Life, Partners Helen Kidd and Lynsey Kerr highlight the pitfalls of an improvised Will and the consequences for families and charities
insights 24 June 2025
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 29 May 2025
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