Andrew Mortimer

Andrew specialises in estate planning advice for private individuals, particularly inheritance tax planning, strategic advice to families on managing and passing on assets and businesses, the drafting of wills, the establishment and running of trusts, and advising elderly clients on managing their affairs. Andrew also practices as a Notary Public, providing notarial services to clients on cross-border transactions and other matters. · Stone King LLP

EnglandTrusts & Estates, Private Client

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About

Andrew Mortimer is a partner at Stone King LLP who specialises in estate planning for private individuals, with a focus on inheritance tax planning, wills, trusts and advising elderly clients on managing their affairs. He also practices as a Notary Public, providing notarial services for cross-border transactions.

Practice areas

Trusts & EstatesPrivate ClientWills & ProbatePersonal TaxNotarial ServicesElder LawFamily Succession Planning

Office

England

Stone King LLP · Andrew specialises in estate planning advice for private individuals, particularly inheritance tax planning, strategic advice to families on managing and passing on assets and businesses, the drafting of wills, the establishment and running of trusts, and advising elderly clients on managing their affairs. Andrew also practices as a Notary Public, providing notarial services to clients on cross-border transactions and other matters.

England

Expertise

Inheritance tax planningWills and trusts draftingTrust establishment and administrationAdvising elderly clients on managing affairsFamily business succession planningCross-border notarial services

Education

Oxford University – Law (1984)
Cambridge University – Diploma in Notarial Studies (2007)

Admissions

Solicitor (qualified 1988)
Notary Public (qualified 2008)