
Andrew takes up the role of head of private client at West Midlands-based Prime after gaining widespread experience with global firms including Deloitte, PwC and Grant Thornton.
He brings extensive experience in advising high-net-worth individuals, international families and trustees on complex private client tax matters, specialising in inheritance tax (IHT) and capital gains tax planning.
Andrew is the fourth director-level appointment made in the last 18 months at Prime, which has offices in Solihull, Birmingham and Coventry.
He is joined in the tax team by fellow new starter, tax manager Jagdeep Sahota, alongside established directors Paislei Godley and Stuart Gooderham.
Andrew said: “It’s really exciting to work with a growing business like Prime so the team can benefit from the experience I've garnered over the years. It is a very impressive business, with a uniform, consistent approach, which I really like.
“My early impressions are they are great people to work with – friendly, welcoming and clearly forward-thinking in everything they do.”
Andrew has a particular interest in UK family-owned businesses, including farming and landed estates, and specialises in helping clients navigate succession planning, asset transfers and long-term wealth preservation.
He said supporting clients with the ever-changing legislation around inheritance tax (IHT) will be a major focus of his work.
“Many owners of family trading businesses who have never had to think about IHT before will now need to focus on this aspect very carefully. There was previously little incentive for strategic planning, but now successful businesses can face real problems paying their IHT, so it’s very important they have a strategy in place,” he added.
“For us at Prime, this means adding depth of experience in IHT, introducing a consulting-led approach, and providing bespoke solutions for clients. Too often, people are sold a product when what’s really needed is a bespoke solution.”
Outside of his day job, Andrew is also a Fellow of the Chartered Institute of Taxation, a Trust and Estate Practitioner, and a member of the Association of Tax Technicians. A respected voice within the tax profession, Andrew also writes regularly for the professional press.
For more information on Prime Accountants Group, visit www.primeaccountants.co.uk.
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Solicitor - Haleys Solicitors
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