“Working with private clients is challenging and rewarding in equal measure. Every client is unique, meaning that they always require bespoke and well-considered legal advice. As an adviser, this means that no two days are the same.”

Alexis is a member of both our Private Wealth and Tax team and our Charities team, and is also head of the Glasgow office for Private Wealth and Tax.

She advises high-net-worth individuals in all aspects of personal estate-planning, including wills, powers of attorney, trust formation and administration, Family Investment Companies, succession-planning, philanthropy, inheritance tax-planning, asset protection and estate administration. She has particular expertise in advising business owners in respect of succession planning and acts for many household names throughout Scotland.

She also advises charity trustees on the ongoing administration of charitable organisations, including compliance/regulation and mergers/amalgamations, and frequently provides trustee training.

Outside of her role within the firm, Alexis also sits as a charity trustee.

Areas of practice include:

Sector experience includes:

Admitted

2006: Scotland

Relevant experience

Dealing with complex and high-value estates, including advice on assets qualifying for inheritance tax relief, dealing with foreign jurisdictions, and legal rights claims.
Provision of bespoke inheritance tax-planning advice, including succession to the family business, complex family dynamics, and recommending appropriate structures for succession-planning purposes.
Advising, establishing and assisting with the administration of several charitable organisations: specifically, advising on charity law and regulation, the organisation and operation of trustee boards and the practical issues faced by the sector (including reputation, fundraising etc.).
Advising charities and private individuals on charity law and governance, including constitutional, governance, regulation, accounting, legacies, donations and tax issues.
Advising charity trustees in relation to Scottish Charity Regulator (OSCR) enquiries, and particularly their statutory duties.
Advising philanthropic donors, including advice on donations agreements, anonymity, and due diligence.

“Alexis continually impresses us with her technical expertise and approachable nature.”

Chambers (2024)

Further testimonials

“Alexis exhibits exceptional people skills with empathy in dealing with individuals with complex emotional family and commercially linked situations.”

Chambers (2024)