Company

Evelyn Partners

Position

Partner

Index

Accountants & Tax Advisers

Location

Salisbury

Advice type

Tax planning

Tax, wills & trusts

Tax structuring

Asset Class

Landed estates

Client Types

Private clients

Families

Sector Focus

Accounting

Business and Consumer Services

Customer Type

Accountant

Andrew Lockwood

Spear’s Review

A private client tax partner at Evelyn Partners, Andrew Lockwood describes his client base as ‘a portfolio of families who have interests in land, mostly old-fashioned landed estates, spread around the country... I help them to make strategic decisions based on old business ventures’.

Lockwood also advises onshore and offshore trusts in relation to corporate reorganisation and tax-efficient structures. ‘We have been implementing exit planning strategies to reduce tax, and advising on exposure to corporate tax,’ he notes.

Rank: Top Recommended

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