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.
- Providing succession and lifetime financial planning advice to a broad range of clients
- Helping the families of adults with incapacity through the difficult process of having guardians appointed
- Working on the reorganisation of registered charities and educational endowments
- Writer to the Signet
- Stewart is a tutor on the Diploma in Legal Practice at the University of Edinburgh, where he teaches in the core Private Client module as well as the Advanced Private Client elective.