Andrew Statham

Andrew advises business owners and private individuals on complex succession planning, often involving international assets, trusts and family-owned businesses. With 40 years’ experience, Andrew has expertise in trust creation and restructuring, Inheritance Tax and succession planning, and international estate planning and cross-border succession.

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

Examples of Andrew’s work include:

• Utilising trusts, companies and relocations in a tax-efficient manner to support client exit strategies and succession planning.
• Structuring tax of a family business prior to sale to a third party, including tax clearances to HMRC.
• Providing tax input on the relevant adjustments to an entrepreneur’s will, including the set-up of a trust, claim for Business Relief, and creation of a charity.