Our Legal Advisory Panel

Andy is a solicitor having qualified in 2009 with significant experience in all aspects of Wills, Trusts and Probate including the administration of estates, drafting of will and trusts, advising on inheritance tax planning and Court of Protection matters. As a former Partner and head of department in a regional law firm, he is also recognised by Legal 500 as a recommended lawyer. Having acted as a professional deputy for property and financial affairs and trustee on numerous trusts including foreign assets, Andy is also a full member of STEP with proven qualifications and experience.

Andrew qualified as a solicitor in 2010, initially working in litigation before making the move to private client, initially with contentious probate before specialising in estate planning, tax and trusts. Andrew is a full member of STEP and enjoys helping clients navigate the balancing act of tax, control and benefit that is typical with higher net-wealth estates.

Alan is a senior Trust expert with more than 30 years Trust and taxation experience. Alan has been a full member of the Society of Trust and Estate Practitioners (STEP) for more than 20 years. He is an acknowledged leader of innovation in the estate planning field and additionally oversees the lifetime trust operations at TrustSuite.