Our Legal Advisory Panel
Comprised of distinguished industry thought leaders, our advisory panel brings together an exceptional mix of legal expertise, practical experience, and innovative thinking. Our legal advisory panel not only ensure our content and clauses are up-to-date, but also keep our products at the cutting edge of the industry.
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Andrew Hitchon TEP
Head of Private Client / CEO – LEAP Estates
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.
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Andrew Titmus TEP
High-Net Worth Private Client Solicitor - Parfitt Cresswell
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.
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Alan McAloon TEP
Managing Director - Acer Prime Law
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.
Highlights from our blog
Ways to improve your storage offering (and build value in your business)
In this short article we explore ways in which you can improve your storage offering. We've broken down the article into what others are doing, practical considerations and what we, as a software prov...
What can you expect and what have we delivered?
Over the last 9 months our solution has improved and our business has increased MASSIVELY. Here is what we promised 9 months ago, here is what we delivered and here is what you can expect next.
Turn website visitors into clients with this simple approach
We caught up with Neal Astbury (Heritage Wills & Trusts) to discuss how he's leveraging software to automate the client instruction process. He didn't have to write any code, it was straightforward to...