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, with a particular interest in family business succession planning and structures. Malcolm also provides expert advice on wills, financial planning, trust creation, and partnerships. As a Director of Shepherd and Wedderburn Financial, Malcolm regularly engages with our financial experts to assist his clients with their financial planning needs, dovetailing that with the legal advice which he supplies to his individual clients.
In addition, Malcolm is an accredited specialist through the Law Society of Scotland in the field of Charities law, and is often called upon to advise on the law and regulation of charities. Malcolm recently joined a small group of leading charity lawyers to produce a new authoritative legal text: A Practical Guide to Charity Law in Scotland. This new publication addresses a gap in the market for a comprehensive and practical manual on Scottish charity law, which is accessible to all. Malcolm regularly advises charity clients on current regulatory and economic challenges facing those operating in the sector and sits on several charity Boards.