Areas of expertise
Pensions, retirement planning, tax-efficient investments, inheritance tax (IHT), investment and protection; later life planning.
Andrew advises individuals on all aspects of financial planning with a particular focus on long-term retirement and income planning, both for those approaching retirement and those looking to save for the future.
He specialises in tax-efficient investments and is responsible for Smith & Williamson’s venture capital trust (VCT), enterprise investment scheme (EIS) and seed EIS research and advice.
Andrew also advises on investments which seek to benefit from business property relief for IHT purposes.
- Advising partners of a major law firm following the sale of their business.
- Speaker at various seminars on topical planning issues
- Regular contributor to our Family Wealth Management newsletter.
Member of the Personal Finance Society (PFS) and a Chartered Financial Planner.