Andrew joined Wilkes in 1993 and during his time here, has built the Trusts department from one having just three fee earners and six trusts to one with over 300 trusts under active administration and many hundreds that will come into being or will be due to receive assets upon the death of the clients who created them for the benefit of their families and other chosen beneficiaries.

He continues to act as lead advisor and trustee on many of these and has acted in connection with many of those trusts since their creation. During his time at the firm Andrew has often acted for several generations of the same family and is therefore able to offer a holistic approach to family succession matters for the individuals concerned.

Many of the trusts are of course established for Inheritance Tax related reasons and successive generations are now seeing the fruits of those savings emanating from planning put in place often many years ago which remains good planning notwithstanding numerous changes within the tax legislation which Andrew and the team pride themselves on keeping abreast of.

Andrew has also recently acted on the estates of previous tax planning clients where the aggregate value of their estates amounted to in excess of £40m, which included foreign assets, lifetime gifts of several millions and trusts aggregating with the estate of the survivor of the couple.

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Andrew's credentials

Andrew specialises in all areas of Private Client work with particular focus on Inheritance Tax planning, trust drafting and trust administration. Andrew also frequently presents seminars on Inheritance Tax and Trusts.

Andrew is a member of The Law Society Private Client Section.

In 2008 Andrew acted for one of the firm’s corporate clients and put in place a series of nine trusts to receive assets during the client’s lifetime and upon his death, six of which are still under active management and continue to confer significant tax advantages for the family to this day.

Business Continuity Update – COVID-19

September 2020


To our valued clients and partners,

As the impact of COVID-19 continues to evolve we wanted to take the time to reassure you of the actions we are taking to protect our clients, colleagues and the wider communities, whilst working to maintain our services to you at this time.

 

Our commitment to you


We are open for business and will continue to provide you with the best service we can in the safest way possible, but in-line with government advice our offices are now closed for face-to-face meetings and all staff are now working from home until further notice.


If you have an appointment scheduled your legal advisor will be in touch shortly to discuss your options, if they haven’t done so already.

 

Our staff are set up and ready to respond to you as usual. We are working hard to mitigate any disruptions, and will continue to provide you with the legal service and advice you need, delivered with the high-level of service you have come to expect from Wilkes.

 

If you do experience a slight delay in hearing back from us, please bear with us. We will be in touch.

 

If you have a general enquiry please call us on 0121 233 4333 or email us at law@wilkes.co.uk, or contact your normal point of contact.

 

Thank you for your patience during these unprecedented times. We look forward to returning to normal, with a handshake, as soon as possible.

 

The Wilkes  Partnership Solicitors

 

Birmingham – 0121 233 4333  Solihull – 0121 733 8000

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