UK
Ireland
Landed estates and trusts, land-based industries, capital taxes, tax-efficient structures.
Experience
Andrew has a wide client base that ensures a constant variety of taxation issues and strategic challenges. These range from the issues and concerns facing owners of traditional landed estates, to those of trustees and beneficiaries of both onshore and offshore trusts. He acts as a trusted adviser to a number of UK and overseas families.
Notable achievements
- Capital tax advice using the full spectrum of exemptions and reliefs
- Establishing and endowing a maintenance fund for the purposes of supporting heritage property
- Advising trustees of a discretionary trust worth over £500m on UK inheritance tax matters
- Advice on the tax-efficient structuring of investments following a sale of a private company for cash
Professional qualifications/memberships
Member of the Chartered Institute of Taxation (CIOT).
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Inheritance tax changes are an opportunity for many family business owners to finally address succession and secure their legacy.
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Could a UK wealth tax be on the horizon as we approach the Autumn Budget 2025?
With speculation mounting in the press over the potential introduction of a wealth tax in the upcoming Autumn Budget, we consider what a wealth tax is, how it could be introduced in the UK and the legion of challenges it would raise.