The Legal 500

Twitter Logo Youtube Circle Icon LinkedIn Icon

Brodies LLP

31-33 UNION GROVE, ABERDEEN, AB10 6SD, SCOTLAND
Tel:
Work 01224 392242
Fax:
Fax 01224 392244
DX:
AB10 ABERDEEN
Email:
Web:
www.brodies.com

Mark Stewart

Tel:
Work 01224 392282
Email:
Brodies LLP

Work Department

Private client.

Position

Partner and Head of the Personal & Family Departmenet. Dealing with succession planning; estate planning; trust formations and management; executry administration; charity law and regulation; capital tax planning; asset protection; tax planning for trustees; incapacity planning.

Career

Trained Murray Beith Murray, qualified 1996. Trainee, Murray Beith Murray (1994-2006); trainee, solicitor, associate, partner, head of private client; Anderson Shaw & Gilbert (2006-2008) director Stronachs LLP (2008-2012); partner Brodies LLP (2012).

Member

Accredited by the Law Society of Scotland as a specialist in trust law; Law Society of England and Wales; convenor of the Law Society of Scotland’s Trusts Law Accreditation Panel. Member (and former Chairman of) STEP Scotland.

Education

Gairloch High School; University of Edinburgh (1993 1st class honours); College of Law; LLB; diploma in legal practice (1994); qualified lawyers transfer test (2000).

Leisure

Mountaineering, mountain and road biking.


Scotland: Private client

Contentious trusts and probate

Within: Contentious trusts and probate

Brodies LLP’s ‘outstanding team’ is ‘a market leader’ that demonstrates ‘cutting-edge technical knowledge’. The team handles a broad spectrum of work, including applications to the Court of Session, proving the tenor of lost wills, assisting adults with incapacity applications, negligence opinions and disputes over will validity and the winding up of estates. The team recently represented the wife of a deceased high-net-worth individual, who left an informal will, in a dispute over the estate. ‘ExceptionalAlan Barr leads the practice and brings a ‘sympathetic approach’ to family trustees, noted for an ability to ‘stand firm on particularly difficult issues’. Barr is a thought leader in wills, tax planning and trusts, and has extensive experience in related contentious matters. The ‘professionalMark Stewart and associate Angela McCulloch are recommended for their client relationship building skills. Susanne Batchelor is another key practitioner.

[back to top]

Personal tax, trusts and executries

Within: Leading individuals

Mark Stewart - Brodies LLP

Within: Personal tax, trusts and executries

Brodies LLP’s ‘well-resourced and experienced’ team is ‘at the top of its game’, and adept at handling tax and estate planning matters for wealthy individuals and families and smaller value clients alike. It also has extensive expertise in the establishment of Family Investment Companies (FICs) and Family Limited Partnerships (FLPs); work that ‘extremely knowledgeableSusanne Batchelor is noted for, alongside her extensive cross-border asset practice. Mark Stewart leads the personal and family department while Alan Barr heads the personal tax planning group, which includes a number of chartered accountants. Other key practitioners include Norman Kennedy, who specialises in succession planning, asset protection, inheritance tax mitigation, trusts and incapacity planning; Alan Eccles, a ‘trusted adviser’ who is known for advising individuals, families, charities and family business on trust matters; and associate Leigh Gould.

[back to top]


Back to index

Legal Developments by:
Brodies LLP

  • Scottish planning obligations: modification and discharge – the story so far


    Planning obligations 1 (formerly agreements), which restrict or regulate the use or development of land, perform a crucial function within the planning system. In Scotland in particular, where the community infrastructure levy has not been adopted, the planning obligation continues to be the primary mechanism for the delivery of much needed local and regional infrastructure through developer contributions, often involving very significant sums. 

    - Brodies LLP

Legal Developments worldwide

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to