Do you need more than just tax advice?
We help clients deal with complex planning, taking a holistic approach with vast experience with business re-structuring, exit planning, investment structures, trusts and charities.
Meet your perfect partners
BSc (Hons) CTA ATT
BA (Hons) CTA ATT
MA Oxon CTA ATT
Why our clients love us
Andrew has looked after our affairs from his early days in Andersen, through Deloitte, EY and now in his own organisation. He is extremely talented, has a brilliant understanding of the tax system and amazing recall on our financial affairs going back over the years.
Peter & Deborah Hinchcliffe (Utopia Leisure & co-founder of Iceland Group)
Rebecca is proactive, forward thinking, super-efficient and all over the detail. Andrew and Rebecca have also developed network of specialists that they can tap into who are also impressively quick and efficient. Overall, really good.
Dave Lucas Formerly with the Dentsu Aegis Network
We started working with Andrew and Rebecca back in 2006 – they very quickly understood the family and business objectives and helped us plan ahead. Andrew and Rebecca are fantastic at communicating complex matters in a clear and concise way – they are lateral thinkers – thinking “outside the box” joining up our various business interests and entities very effectively. The whole experience has been refreshingly enjoyable!
Chris & David Baybutt Greenbank Partnerships
Having worked with Andrew over the years, I have witnessed first-hand a personal style which is both professional and engaging – he works effectively with clients, his team and other professionals. I am genuinely excited for him as he takes his “big 4” experience into a niche practice focussed squarely at private clients.
James Bailey Julius Baer
I have known Andrew for nearly 10 years, first when he was at Deloitte and more recently at EY. Throughout this time he has provided me and my wider family with financial advice and assistance – advice which has proved to be both sound and well researched. Andrew has become a trusted family advisor – in addition he is a really nice person.
George Loupos PZ Cuzzons plc (Retired)
I have known Andrew, Rebecca and Christine for over 20 years, since our time at Andersen and then Deloitte. I have always found them to be technically strong, approachable & focussed on client service.
Jonathan Rice Rice Whatmough Crozier LLP
Andrew has advised the family for over 10 years. Over this time he has gone above and beyond to get to know all of us and he became the natural choice for our family office. Running a family office requires a certain skillset – somebody who is genuinely interested in the family objectives, the know-how to develop the right structure and then, most importantly, somebody who can implement it. Andrew has proven to be invaluable and a trusted advisor to all of the family.
Henry Moser Together
How we work
No obligation consultation
Strategy and Costing