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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 advises a broad range of clients, helping them manage complex personal and family affairs with clarity and confidence.
She is an ACA chartered accountant and CIOT chartered tax advisor dedicated to building trusted, long-term client relationships and delivering a consistently high standard of service. Her approach combines strong technical expertise with a genuine commitment to client care.
Alice’s technical excellence has been recognised by the Chartered Institute of Taxation. She was awarded the Spofforth Medal for achieving the highest mark in the Advanced Technical Paper on Inheritance Tax, Trusts and Estates, and the Croner-i Prize for the highest distinction in an Advanced Technical Paper.
Alice has also recently been named a finalist for the STEP Private Client Awards 2026 Rising Star Award.
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
