Alice is dual qualified as a Solicitor and a Chartered Tax Adviser and advises clients on all aspects of private client work.
Experience
Advising on and drafting Wills
Advising clients on lifetime Inheritance Tax planning, which will involve optimising available reliefs and may include the creation of trusts and planning in respect of life policies and pension death benefits
Advising on and preparing powers of attorney and registering Lasting Powers of Attorney and - Enduring Powers of Attorney with the Court of Protection
Estate and succession planning including advising on passing assets to the next generation
All aspects of estate administration and advising beneficiaries on redirecting entitlements under Deeds of Variation
Advising on and drafting trusts including trusts to protect assets from attack, trusts to utilise Inheritance Tax reliefs, trusts to pass assets to the next generation, vulnerable beneficiary trusts and shareholder trusts in respect of cross option agreements
Advising existing trustees on their obligations and responsibilities and assisting in the administration of on-going trusts
Advising on the registration of Trusts on HMRC's Trust Registration Service
Alice qualified as a solicitor in 2003 and is also a member of STEP. Alice is dual qualified as a member of The Chartered Institute of Taxation (CIOT) and member and former Chair of the North East England branch.
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