What sets Alice apart?

Alice is an Executive in the personal tax, trust, estate planning and probate teams, helping a wide variety of clients with their personal affairs alongside trust and probate services.

Alice has recently finished her studies and is now ACA Exam Qualified.  Following a career change Alice has a wealth of life experience and is always happy to help and provide guidance to support individuals, families, and trusts.

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 sector expertise

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