What sets Alex apart?

Alex advises an extensive portfolio of privately-owned businesses guiding them through the opportunities and pitfalls that can affect their business and private lives.

He creatively finds solutions to tax issues that fit his clients plans and is able to convey technical issues in clear and easy to understand explanations.

The key to Alex’s success is the investment he makes in his client relationships. Without understanding your clients’ needs and wishes it is difficult to provide relevant, practical and timely advice.  It is for these reasons that Alex spends as much time as possible with his clients, in their environment.

Business structure and tax planning fit very closely to financial strategy. Often advice on one aspect cannot be given in isolation to other financial issues. As a result, Alex has gained in depth knowledge of financial advisory businesses and the advice and products that they can offer. 

Alex is proud to forge long term relationships, especially with families where there is a requirement for consistent advice across generations.

Alex's service expertise

Personal Tax
  • Assisting high net worth clients and their families with planning, covering:
    - Preservation of wealth
    - Income and capital tax planning
    - Inheritance tax
    - Family succession
Probate
  • Looking at the tax issues relating to client’s wills and passing on of their assets
  • Assisting with the preparation of paperwork and administrative duties associated with the application for Grant of Probate
  • Offering executor services where required
  • Able to stand as a trustee to ensure that client wishes are fulfilled
Tax
  • Advising on all aspects of taxation.  Knowledge of various taxes is essential to look at the “bigger picture”

Alex's sector expertise

Financial Services
  • Extensive knowledge of financial advisory businesses and the advice and products they offer
  • Works closely with such businesses
Property
  • Adviser to many property developers and investors. Ownership strategy forms a major part of this to ensure practical and tax efficient arrangements fit with client wishes

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