Bio
Alexandra is a Private Client Partner.
Alexandra specialises in private client work, with a particular focus on supporting high-net-worth and ultra-high-net-worth clients across a wide range of taxation, private client, and private wealth matters.
A STEP-qualified Solicitor with more than 25 years’ experience, Alexandra’s areas of expertise include the creation and administration of trusts, the preparation of wills and Powers of Attorney, the administration of estates, cross-generational succession planning, obtaining cross-jurisdictional probates in relation to estates overseas, and a range of matters relating to estate planning for wealthy clients – particularly in the sports, media, and entertainment sectors.
Examples of Alexandra’s work include:
- Advising a client who owns various businesses (including a golf club and hotels) to plan their estate from a tax and succession perspective.
- Supporting various clients who have children or beneficiaries with disabilities with planning their estates to afford protection to their beneficiaries.
- Acting for a wealth manager to consider a 1997 settlement and whether the settlor was UK domiciled at the outset, and, if so, what would be the tax ramifications of doing so.
- Assisting a client who owns £100 million of assets with a view to tax and succession planning.