United Kingdom - Scotland • Private client

Brodies LLP

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Brodies LLP combines its strength in commercial litigation with its private client capabilities to provide a broad contentious trust offering from four office locations across Scotland. Typical work includes executry disputes, winding up estates, validity of wills and various trustee issues. Mark Stewart heads the team and divides his time between the firm's Aberdeen and Inverness offices; he acts for wealthy individuals and their family trusts, and alongside contentious issues, also advises on estate, succession and tax planning matters. He shares this expertise with Alan Barr based in Edinburg. Also based in Scotland's capital, Christine O’Neill is a key contact for litigation, while Angela McCulloch in Glasgow assists trustees, executors and high-net-worth individuals with estate planning. Hayley Robertson (Edinburgh) is another key member of the team.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • ‘Brodies is one of the premier firms in Scotland and its private client and tax team is particularly strong with talented new partners like Hayley Robertson and doyens like Alan Barr.’

  • ‘Responsive and commercial. Hayley Robertson is particularly pleasant to deal with.’

  • ‘Brodies LLP has an excellent reputation for providing advice of the highest calibre from lawyers with a great knowledge base, experience and above all, integrity. The client experience is first class.’

  • ‘Angela McCulloch has excellent technical knowledge, is calm and approachable.’

  • ‘I worked mostly with Hayley Robertson and her team. They were efficient and innovative, finding solutions to problems and solving them.’

  • ‘Extremely professional with a deep depth of knowledge throughout the team.’

  • ‘The team is very diverse and highly technical in experience, dealing with some of the most complex cases.'

  • ‘Angela McCulloch is an excellent lawyer and has been pivotal in our case.'

Lawyers

Leading individuals

Mark Stewart

Mark Stewart

Brodies LLP

Mark heads up the firm's Personal and Family Practice area. His principal areas of practice include succession planning, asset protection, trusts, executries and personal tax planning. Mark acts for a broad range of individual clients and trustees, including some of the wealthiest families in the country. They rely on him for his practical and technical advice and appreciate his ability to clearly communicate complex legal and tax matters. With 25 years of experience, Mark is very much a private client specialist. He believes that it is necessary to advise clients with an overall understanding of their unique objectives, assets, business interests and family relationships. Mark is based in the firm's Aberdeen and Inverness offices, although he is often spotted in all corners of the country, meeting clients or speaking at conferences.

Next Generation Partners

Angela McCulloch

Brodies LLP

Angela acts for trustees, executors, individuals and families. She advises on wills; estate and succession planning; the use, creation, administration and winding up of trusts; adult incapacity issues including preparation of powers of attorney; pensions; and the administration of executries. Angela is experienced in dealing with contentious trust and estate matters, including breach of trust, deadlock with trustees, legal rights claims and executry disputes.In addition to acting for trustees, executors, individuals and families, Angela also acts for large financial institutions on the private client law services provided to their clients and customers – our “volume” services. Unique in terms of volume and number of institutions involved, Angela manages the provision of Scottish private client law services to financial institutions and is experienced in supporting the customer experience for these organisations and operating to agreed service levels.

Practice head

The lawyer(s) leading their teams.

Mark Stewart

Other key lawyers

Angela McCulloch, Christine O'Neill, Alan Barr, Hayley Robertson