Succession to pension death benefits – inheritance tax and income tax
Wills & Estate Planning
Partner
Norman Kennedy
Norman is recognised as one of Scotland’s leading private client lawyers. He specialises in advising high net worth individuals and their families in relation to succession planning, asset protection, inheritance tax mitigation, wills, trusts, executries (probate) and incapacity planning.
As well as being a lawyer, Norman is well known for his financial acumen and commercial approach. He has a particular interest and expertise in winding up complex estates involving family businesses and excels in providing advice to entrepreneurs regarding the important interaction across personal, wider family and business interests. Norman particularly enjoys working as part of a team of specialist family advisers, including accountants, investment managers and independent financial advisers.
Norman is based in our Glasgow office.
Living Brodies' values
Clients and their other professional advisers comment on Norman's down-to-earth character and his ability to give clear and concise advice.
Highlights
- A fully qualified Chartered Accountant.
Rankings
- Ranked as Band 2 in private wealth law by Chambers High Net Worth UK 2024.
‘Norman Kennedy is a hugely experienced private client lawyer. His breadth of knowledge and application of it cuts through complex legal issues to provide solutions which satisfy requirements and are commercially acceptable/beneficial. His chartered accountancy and legal qualifications set him apart as he fully understands the financial consequences of his legal advice. Norman is very engaging and personable and relaxes clients and colleagues alike.’
Legal 500 UK 2024
"Norman Kennedy is very business-minded and understand the commercial aspects of clients matters, and, indeed, may suggest business solutions to clients needs, as well as the legal aspects. He is very professional and has a relaxing manner."
Legal 500 UK 2023
"Norman is an excellent lawyer and can relax clients and explain legal issues to them in a manner they will understand. He excels at being able to ensure that clients are introduced to appropriate advisers, when required. Due to his accountancy as well as legal training, he understands the financial aspects of legal matters."
Chambers High Net Worth Guide 2023, Private Wealth Law
