Shepherd and Wedderburn

Private Client, Charities

Partner and head of the Charities team, 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.

Admitted in Scotland

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