Roddy MacLeod is an advocate in Terra Firma Chambers. He was previously a commercial litigation solicitor in private practice for 15 years, specialising in contentious executries, for which he was noted in Legal 500. Roddy regularly writes and presents commentary on aspects of executry disputes. His other particular areas of practice and interest include tax, property and regulation.

Chris is a Partner in the Private Client Team at Shepherd and Wedderburn. Specialising in private client and charities work, he advises private individuals, families and trustees on issues such as succession planning, wills and trusts, and personal taxation. With an increasingly mobile and international client base, Chris also regularly advises on issues such as domicile, international taxation and estate planning. For Charities, Chris provides constitutional, regulatory and governance advice to charity trustees throughout the UK.

Chris sits on the International Membership Committee of the Society of Trust and Estate Practitioners (STEP). He is accredited by The Law Society of Scotland as a specialist in Charity Law.

Dr Dot Reid is a senior lecturer in private law at the University of Glasgow. She teaches core LLB courses in contract law and succession law and has published articles in both fields. She has been a critical voice in relation to the recent proposals to reform the law of succession and has engaged in dialogue with both the Scottish Law Commission and the Scottish Government, most recently giving evidence to a Parliamentary Committee during the passage of the Succession (Scotland) Act 2016. She is currently the Assistant Editor of the Edinburgh Law Review.

Roy Smith joined Tilney in July 2015 as one of the Directors of Financial Planning. Roy has 27 years’ experience of working in financial services and is one of only 2,000 UK Financial Planners to be chartered. Twenty of those years have been spent in face-to-face advice roles and he specialises in personalised financial planning for individuals, families, trusts and businesses.

Roy enjoys taking the time to build relationships with his clients. He gets to know them and their family situation so that he can provide them with effective, comprehensive and personalised financial planning to help them achieve their life goals. Clients benefit from an on-going service and his areas of expertise include: lifestyle modelling, retirement and pensions planning, taxation of investments, guardianships and estate and tax planning.

Roy previously worked for both Clydesdale Bank and Royal Bank of Scotland in various roles including Independent Financial Adviser and Private Client Wealth Manager. He also worked for the private bank Adam & Company.

Outside of work Roy is actively engaged with Stirling County Rugby where he coaches the Midi team.

Tilney is a private client investment and financial planning firm that offers a truly personal service to private clients, companies, charities and trusts. Tilney re-emerged from an investment bank in 2014 and have some of the most highly qualified and talented financial professionals in the UK with an average of 15 years’ industry experience. The firm have won numerous awards including Stockbroker of the Year 2015 and are a trusted partner of the Law Society of Scotland. In November 2015, Tilney Bestinvest holdings launched a joint venture with SAGA to provide financial planning and investment services to their clients.

Heather deals primarily with tax and estate planning for individuals, trusts and family businesses. She advises on the use of UK and international trusts for succession planning and as part of tax-efficient structures. She also advises family businesses on tax planning for disposals and succession, and advises private clients on the tax aspects of land transactions, heritage property and maintenance funds. Heather also deals with charity law including the establishment of charitable trusts and companies, and VAT for charities.

After graduating in law from Cambridge University, Heather trained with Berwin Leighton (now Berwin Leighton Paisner) in London and went on to work as an assistant solicitor. She joined W&J Burness in 1987, and became a partner 1992. She joined Turcan Connell in December 1997. She is qualified as a solicitor in Scotland and in England and Wales, is a member of the Law Society of Scotland's Trust Law Committee, and is a member of STEP. She is also a regular speaker at professional conferences on tax and trust planning.

With over three decades' worth of experience, Gordon convenes the Society's Trust and Executry Sub-Committee. He was head of the executry department at the then Strathern & Blair WS before taking up a similar position as head of charity and private client at the erstwhile firm of Biggart Baillie & Gifford WS. He was then an Asset Protection partner in the niche private client firm of Bird Semple where he then retired when the firm amalgamated. He was also the Scottish member of the European Commission's Group of International Experts (PRM III and IV) on Succession and Wills, and wrote the Scottish contribution to the International Bar Association's International Directory of Succession Terms. He is currently the managing trustee on a number of trusts and foundations, and a member of the Charity Law Association.