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Andrew Lockwood
Partner, Private client tax services

Andrew Lockwood

Personal tax

Areas of expertise

Landed estates and trusts; land-based industries; capital taxes; tax-efficient structures.

Experience

Andrew has a wide client base that ensures a constant variety of taxation issues and strategic challenges. These range from the issues and concerns facing owners of traditional landed estates, to those of trustees and beneficiaries of both onshore and offshore trusts. He acts as a trusted adviser to a number of UK and overseas families.

Notable achievements

  • Capital tax advice using the full spectrum of exemptions and reliefs.
  • Establishing and endowing a maintenance fund for the purposes of supporting heritage property.
  • Advice to trustees of a discretionary trust worth over £500m on UK inheritance tax (IHT) matters.
  • Advice on the tax-efficient structuring of investments following a sale of a private company for cash.

Professional qualifications/memberships

Member of the Chartered Institute of Taxation (CIOT).

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