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Company

Smith & Williamson Investment Management

Position

Partner

Index

Accountants & Tax Advisers

Location

Salisbury, United Kingdom

Advice type

Tax planning

Tax, wills & trusts

Asset class

Landed estates

Sector focus

Accounting

Business and Consumer Services

Profile

Andrew Lockwood

Description

Private client tax partner at Smith & Williamson’s 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.’ 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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