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What sets Alice apart?
Alice is a Tax Manager in the personal tax team, specialising in probate, trusts and estates. She works with a wide variety of clients, supporting them in managing their personal affairs.
Alice is an ACA qualified chartered accountant and is currently studying toward becoming a Chartered Tax Advisor, focusing her studies on inheritance tax, trusts and estates.
Alice is dedicated to building long-lasting relationships with clients to deliver the highest level of service. Her enthusiasm and willingness to assist are evident in her approach to client care.
Alice's service expertise
- Advising clients on trust taxation.
- Advising on capital gains tax liabilities, including planning.
- Advising clients on estate planning.
- Assisting clients with HMRC enquiries and disclosures.
- Advising clients on profit extraction and their longer term goals.
- Advising clients on income tax liabilities and dealing with HMRC with regards to any issues that arise.
- Assisting executors of deceased estates with their duties
- Preparation of IHT calculations and the appropriate IHT returns
- Liaising with HMRC where necessary
- Submitting probate applications
Alice's service expertise
