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Andy Kirby
Contact Details

Andy Kirby

Consultant
Specialist Sectors , Wills, Trusts & Probate

My Approach

Personal, friendly service aimed at providing bespoke solutions.

Aptitude for a joint professionals approach working with accountants and financial advisers

Areas of Expertise

  • Trusts and estates
  • Lifetime Inheritance Tax planning
  • Income and Capital Gains Tax
  • Deed of Variation

Recent Work Includes

  • Acting for the Trustees of a Bare Trust in relation to a Capital Gains Tax enquiry by HMRC which centered around the distinction between legal and beneficial ownership
  • Advising a number of clients regarding the establishment of second property trusts to hold holiday homes
  • Advising client on claim to main residence relief and let property exemption from Capital Gains Tax on disposal of former residence
  • Advising separated couple on the remaining availability of spouse exemption from Inheritance Tax for Will planning.

Experience, Professional Associations and Qualifications

  • Over 25 years of experience
  • Member of the Society of Trust and Estate Practitioners
  • Member of the Association of Taxation Technicians (Distinction)
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