Company
Position
Partner
Index
Accountants & Tax Advisers
Location
Salisbury
Advice type
Tax planning
Tax, wills & trusts
Asset Class
Landed estates
Sector Focus
Accounting
Business and Consumer Services
Customer Type
Accountant
Andrew Lockwood
Spear's Review
Private client tax partner at Evelyn Partners' family office division, 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,' he says. As well as this, 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 adds. With Brexit taking shape, clients are also planning for a future that may involve reduced income.
Rank: Recommended
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