Malcolm Rust > Shepherd and Wedderburn > Edinburgh, Scotland > Lawyer Profile

Shepherd and Wedderburn
1 EXCHANGE CRESCENT
CONFERENCE SQUARE
EDINBURGH
EH3 8UL
Scotland

Work Department

Private Client, Charities

Position

Partner and head of the Private Client and Charities teams, Malcolm specialises in personal tax, trust and succession planning for entrepreneurs, families and high net worth individuals. Malcolm also advises on wills, financial planning, trust creation, and partnerships with a particular interest in family business succession and structures. As well as his private client caseload, Malcolm has been advising on the law and regulation of charities in Scotland for over 24 years and has been heavily involved advising charity clients on the current regulatory and economic challenges facing those operating in the charity sector in Scotland. Malcolm has contributed to the newest charities publication in Scotland, “A Practical Guide to Charity Law in Scotland” published in August 2016 by Sweet & Maxwell. Malcolm is recognised by the Law Society of Scotland as an accredited specialist in the field of charities law. This highly regarded status, held by only a small number of individuals in Scotland, recognises the expertise and quality of work undertaken by the team, and was awarded after a comprehensive review of Malcolm’s relevant experience.

Career

Trained Shepherd and Wedderburn 1992; qualified as Scottish solicitor 1994; assistant 1994-97; associate 1997-2000; partner 2000 to date

Languages

Basic French

Memberships

Law Society of Scotland; Merchant Company.

Education

Robert Gordons College, Aberdeen; St Andrews University (1989 MA Hons History); Edinburgh University (1991 LLB); Aberdeen University (1992 Diploma in Legal Practice)

Leisure

Golf, swimming, gym, music, wine

Lawyer Rankings

Scotland > Private client > Personal tax, trusts and executries

Shepherd and Wedderburn receives a high volume of instructions from high net worth individuals, executors and beneficiaries, predominantly in relation to succession planning and applications for business tax relief and agricultural tax relief, often concerning assets held in foreign jurisdictions. The team’s expertise also lies in establishing new trusts and business partnerships, advising on and drawing up wills and providing tax compliance advice to clients who reside outside of the UK. Douglas Sinclair, who is a member of the Chartered Institute of Taxation, has a strong foothold in offshore tax matters and complex cases concerning business partnerships. Malcolm Rust leads the private client and charities teams.