Company
Position
Partner
Index
Accountants & Tax Advisers
Location
Salisbury
Advice type
Tax planning
Tax structuring
Asset Class
Landed estates
Client type
Families
Private clients
Sector Focus
Accounting
Andrew Lockwood
Spear’s Review
A tax partner at S&W, 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.
A member of the Chartered Institute of Taxation, the seasoned adviser possesses a client book that has included the trustees of a discretionary trust worth over £500 million, for whom Lockwood provided advice on inheritance tax.
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