Roddy is the Head of the Private Client Department at BTO Solicitors. He is "a tax planning specialist with a solid reputation in the market" (Chambers UK), specialising in capital tax planning for individuals and trusts. "An energetic practitioner who makes life easier with his good sense of humour" (Chambers UK), Roddy has considerable experience also in will and trust drafting and administration. He advises clients regularly on the best ways to mitigate future tax liabilities through capital gains and inheritance tax planning.
Roddy uses his knowledge to assist entrepreneurs with succession planning for their businesses, as well as families dealing with their personal assets.
Roddy also advises families on the use of trusts, Powers of Attorney and guardianship in asset protection for the vulnerable, including the disabled, the elderly and the young.
He provides legal advice to charities on formation and management issues and has established a number of trusts and companies.
Roddy is a member of the Society of Trust and Estate Practitioners (STEP) and holds the STEP Advanced Certificate in Family Business Advising having obtained a distinction in the inaugural course. STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning.