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, and amalgamations), and frequently provides trustee training.
Outside of her role within the firm, Alexis also sits as a charity trustee.
- 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 OSCR enquiries, and particularly their statutory duties.
- Advising philanthropic donors, including advice on donations agreements, anonymity and due diligence.
