Andy Ross

I specialise in tax and succession planning for private clients and family trusts. My principal areas of expertise include advising on and drafting wills and powers of attorney, establishing trusts, providing Inheritance Tax advice and executry and trust administration. With these skills and a wealth of experience in the private client industry, I am well equipped to project manage complex family affairs in a manner akin to a family office. I am also a member of the Society of Trust and Estate Practitioners (STEP) having qualified with distinction.

I understand that clients are relying on me for well thought out advice that relates to significant events in their personal and professional lives. I believe it is important to listen and build a strong understanding of the complexities of their circumstances before suggesting the best way forward in a clear and focused manner. My aim is to provide confidence that I am recommending a tailored and practical solution.