Andrew qualified as a solicitor in 2004, having trained in the City undertaking international litigation and then a secondment in private client.
Andrew joined the private client team at Lee Bolton Monier-Williams in September 2019 having spent the last 5 years as a partner in the private client department of a large regional law firm.
Andrew has expertise in the following:
Tax planning, including inheritance tax mitigation, capital gains tax and lifetime gifts
The administration of estates
Declarations of trust
Administration of trusts
Personal injury trusts
Preparing lasting powers of attorney to safeguard your financial affairs and personal welfare if you ever lack the capacity to make decisions about these yourself
Acting as a financial affairs deputy
Challenging deputyship applications
The validity of a will
Your rights and entitlement as a beneficiary of either an estate or a trust