The key risks of a DIY executry – are you the right person for the job?
Handling an executry yourself can bring significant legal, financial and tax risks — here’s what to consider before going it alone
Simon Smith is an Associate in our Private Client Services team. He helps clients with a range of private client issues, including preparing Wills and Powers of Attorney, administering executries and trusts, and carrying out inheritance tax planning.
As a graduate entrant to law, Simon completed the LLB online at Robert Gordon University, then the Diploma in Professional Legal Practice at the University of Dundee, and then his traineeship in Fife, qualifying in 2020.
Simon is an Affiliate Member of the Society of Trust and Estate Practitioners (STEP) and a Notary Public.
We help you put clear plans in place for your family, your assets, and your wishes. That includes wills, executries, powers of attorney, trusts and tax-aware planning, explained in plain language, at your pace.
We work with individuals, couples, business owners and family members acting as executors or attorneys. Whether you’re planning ahead or dealing with a loss, we’ll provide steady guidance when you need it.
At your side to provide peace of mind, our people are here to listen and advise in the moments that matter most.
Meet our peopleHelping you protect what matters most and putting your wishes into writing.
Learn moreAt Lindsays, we believe great legal representation starts with real connections. That’s why we put people first in everything we do – working with you, not just for you.
Get in touch