Associate Solicitor, Private Client
Stewart joined the firm as a trainee in 2010, qualifying as a solicitor in 2012. He has since progressed through the ranks and is now an Associate Solicitor in the firm’s Trusts Tax & Care Unit.
Stewart works on a broad range of private client matters for individuals and families:
Preparing Wills and Powers of Attorney, ranging from the very basic to the greatly complex;
Advising on succession and tax planning issues, including planning for “legal rights” situations, providing for disabled beneficiaries and mitigating liabilities for inheritance tax and capital gains tax;
Preparing and submitting guardianship applications for incapable adults, involving appearing in a number of Sheriff Courts across the country;
Assisting other solicitors with guardianships by preparing the “financial suitability reports” that they require as part of their own applications; and
Advising on issues involving trusts, including the creation, amendment and dissolution of charities, as well as the use of trusts for asset protection or wealth management within families.
Stewart is also a tutor on the Diploma in Legal Practice at the University of Dundee, where he teaches in the core Private Client module as well as the Advanced Private Client elective.
Outside of work, Stewart is the clerk of the Fraternity of Masters and Seamen in Dundee, and he sits on the committee of the Tayside Young Professionals group
- Providing succession and lifetime financial planning advice to a broad range of clients
- Helping the families of incapable adults through the difficult process of having guardians appointed
- Working on the reorganisation of registered charities and educational endowments