Career & Experience
Andrew works as a legacy consultant for numerous charity clients. He handles their legacy administration either on a caseload basis or by providing cover when an organisation is short staffed or experiencing a heavy workload. He also deals with various issues surrounding the estate administration process, such as Inheritance Tax disputes and ex-gratia requests.
Andrew always takes a very thorough approach to his work to ensure that a client doesn’t miss out on any income that is due to them – a good example of this is raising queries where inheritance tax has been calculated incorrectly on an estate. He is passionate about working with charities and being able support the good work that they do through his role.
An avid sports fan, in his spare time Andrew enjoys playing squash and 5-aside football. When not playing sport, Andrew can be found on Dartmoor or tending to his allotment.
Accolades
- Certificate in Charity Legacy Administration (CiCLA)
- CILEx Level 3
- Member of Institute of Legacy Management
Career & Experience
Andrew works as a legacy consultant for numerous charity clients. He handles their legacy administration either on a caseload basis or by providing cover when an organisation is short staffed or experiencing a heavy workload. He also deals with various issues surrounding the estate administration process, such as Inheritance Tax disputes and ex-gratia requests.
Andrew always takes a very thorough approach to his work to ensure that a client doesn’t miss out on any income that is due to them – a good example of this is raising queries where inheritance tax has been calculated incorrectly on an estate. He is passionate about working with charities and being able support the good work that they do through his role.
An avid sports fan, in his spare time Andrew enjoys playing squash and 5-aside football. When not playing sport, Andrew can be found on Dartmoor or tending to his allotment.
Accolades
- Certificate in Charity Legacy Administration (CiCLA)
- CILEx Level 3
- Member of Institute of Legacy Management
