Office Location: England and Wales
England and Wales
Estates: Planning
Trusts: Planning
Tax Advisory
Alex advises UK and international families, trustees and family offices on structuring, succession and estate planning. Most of his work is cross-border and involves families with connections to multiple jurisdictions. Alex frequently acts for entrepreneurs and their family offices, advising on structuring, tax and succession issues for complex corporate groups and family assets. He regularly advises investment fund managers and senior executives, including in relation to remuneration, carried interest and co-investment arrangements. Alex is experienced in advising on a wide range of asset-holding structures for private clients, including on international tax, governance and asset protection issues. He also advises on the creation of family offices and private fund structures for families. Alex regularly advises on HMRC investigations and disputes involving individuals and trusts.