Andy has worked in the private capital department since joining Rollits in 2002 where his role is to provide day-to-day trust administration services and prepare annual accounts and tax returns (income tax, capital gains tax and inheritance tax).
His understanding of trust matters along with his previous management accounts experience enables him to produce professional quality accounts and advice for trustees.
Andy loves his work and the responsibility and variety of producing full sets of accounts and tax returns for multiple different client trusts.
Career
Andy graduated in 1979 with a degree in Economics & Geography from the University of Hull before moving to London to train as an accountant with KPMG. He then joined Sheppards Stockbrokers that later became part of the BAII/BNP banking group before moving north and joined Rollits as a Trust Administrator in 2002.
Professional memberships & accreditations
- Member of Society of Trust & Estate Practitioners (STEP)