Andrew is a Senior Associate in the Private Wealth team.

He has previously worked at Big Four and Top Ten accountancy firms as well as HMRC. Andrew has over 35 years’ experience advising private clients personally and in relation to their family businesses and structures.

Andrew has spent many years using his experience to incorporate collaborative advice around wealth cascade to future generations, providing an experienced opinion and perspective to those families, their family offices and their other advisors.

Andrew has a wide range of private client experience, advising entrepreneurs, wealthy UK based clients, clients with UK and non- UK tax profiles, clients with a public profile as well as shareholders and family businesses.

Recent examples of how Andrew has supported clients include:

  • tax structuring and pre-sale tax planning of a family business prior to sale to a third party, including tax clearances to HMRC;
  • succession planning for an entrepreneur, including the setup of a Trust, claim for BR and the creation of a charity with additional tax input on the relevant adjustments to their Will;
  • pre arrival planning for a non-domiciled individual wishing to live in the UK for 10 years.
  • Ongoing advice to UK resident and domiciled beneficiaries of an offshore trust structure.