Our Team

Andy Lee

Senior Tax Adviser

Andy has over 35 years experience in the UK and offshore marketplace. He is based in the UK and his experience has been gained from working for 3 major banks, an International Insurance Company, and 2 tax and trust planning advisory businesses.

He has worked alongside many substantial businesses including a Swiss Bank, UK and International Investment Houses and Insurance Companies, advising clients on tax strategies, and assessing the constant changes present in the UK and International tax planning environment.

He is a sought-after speaker, working with organisations including the Law Society, Personal Finance Society, various IFA Networks, Fund Managers and property landlord organisations.

His experience gives Andy a considerable insight into a client’s planning requirements reflecting the constantly changing landscape at home and abroad. Working closely with Accountants, Solicitors and Financial Advisors.