Andy has over 35 years experience in the UK and offshore marketplace. He is based in Manchester but spends at least one day a week in London.

His experience has been gained from working for 3 major banks, an International Insurance Company, and 2 tax and estate planning advisory businesses.

Furthermore, he has worked alongside many substantial businesses including a Swiss Bank, UK and International Investment Houses and Insurance Companies, assisting clients on tax strategies.

There is so much to keep abreast of in the global tax landscape. Andy’s expertise lies in assessing the constant changes present in the UK and International tax planning environment, whilst communicating these changes effectively and concisely.

As a sought after speaker, Andy is highly experienced in working with organisations including;

• The Law Society,
• Personal Finance Society,
• various IFA Networks,
• Fund Managers and
• Property Landlord organisations.

“The relationships we have with our professional partners are verified and transparent.

Therefore, enabling us to assist in finding the right estate planning solutions for clients, whether that be a simple trust or arranging a full tax review of someone’s affairs.

We are always here to help!”

Subsequently, 35 plus years of experience gives Andy a considerable insight into a client’s planning requirements reflecting the constantly changing landscape at home and abroad.

Above all, working closely with Accountants, Solicitors and Financial Advisors, we can find the right solutions that suit the clients requirements.

Michelle has over 12 years marketing experience in the financial services market both in the UK and internationally and achieved ACIM status by The Chartered Institute of Marketing in 2021. In addition, Michelle is currently undertaking a Solicitor Apprenticeship to further the development of the business. Michelle also ensures the office runs smoothly.

Michelle has always worked closely with Accountants, Solicitors and Financial Advisers to find the best solution for clients.

Consequently, as a team, we are well accustomed to communicating with clients directly to ensure a smooth and efficient service. In addition, we recognise the importance of keeping their professional advisers updated.

With this in mind, her extensive experience in mainly in customer relationship management and new business development. Additionally, Michelle’s experience extends into event management and organisation, website design, content management and social media marketing.

Above all, we recognise that no one person, company or service can be a specialist in all fields. As a result, we partner with like minded experts to provide bespoke and joined up advice. This is essential to helping clients achieve the very best outcomes.

“We know that good relationships are key to success. Therefore, we have worked hard to secure key professional partners to assist in providing you with the most reliable and conscientious advice possible. Our panel of professional partners ensure that your tax and estate planning needs are achieved and long term relationships are built.

Please download our questionnaire today to help us assist you with your tax and estate planning.

The questionnaire will ask you to supply the following information;

• Your personal details and planning objectives
• A checklist of your assets
• Current Inheritance Tax situation
• Income and Expenditure details
• Any supplementary documents you can provide as background

Overall, this questionnaire assists us to understand your current and future estate planning requirements.

Please complete and send your questionnaire for the attention of Michelle Lee at Michelle.lee@theralstangroup.co.uk