Alix maintains a mixed practice and her areas of expertise include lifetime and succession planning, predominantly in relation to inheritance tax and capital gains tax planning. Her previous property experience is also useful when it comes to estate planning where properties are involved.
She deals with individuals, business owners and trustees in relation to both on and offshore trusts on a range of issues including the creation of trusts, associated tax advice and preparation of ancillary trust documents. Alix also advises on domicile and prepares complex Wills often involving an international element where coordination with other jurisdictions is essential. She has also assisted clients in relation to double tax and estate treaties (India, Pakistan, USA, South Africa, Italy) in the context of their estate and succession planning and also for estate administration.
Alix has acted in a number of estate administrations involving a cross border element and she often deals with applications to re-seal foreign grants in England and Wales. To date, Alix has dealt with estates involving the following jurisdictions, Kenya, USA, France, Spain, Italy, Kuwait and Australia.
Alix is a full STEP member (Society of Trust & Estate Practitioners), the internationally recognised professional body for practitioners with trust and estates expertise.
Outside of working hours Alix is very creative. She is a flower and plant enthusiast and enjoys creating floral designs. During lockdown, she designed and installed Halloween and Christmas foliage displays at her friend’s café in North London. She is also a keen netball player and plays socially at a league in South London.
Olivia was very approachable and made us feel comfortable. She answered our questions and gave good advice
We have had a very pleasant and fulfilling experience ... They are friendly at the same time very professional in their dealings.
I was very happy with all aspects of the service that Mandy provided. She was always very helpful, pleasant to deal with, and very efficient
I found Olivia Burke extremely helpful and always responded to my questions in a helpful and friendly manner and would definitely use her again.
Very pleased with the way our needs were met by Katherine Purton... very helpful especially in this difficult time of COVID
I dealt throughout with Mandy Humphrey who I found was very efficient in answering any queries that I had.
On the strength of our experience so far, we would have no hesitation in recommending your services.
Very happy with your commitment and friendly service. Would come to you again and are pleased you acted for us.
Thank you for your support and understanding as during this difficult time you were helpful and made it much easier
I was totally satisfied in my dealings with Morrisons and found the staff friendly and helpful always as was my legal advisor.
Very nice helpful people, felt I could ask anything and would get good advice
I have to thank Heather as she made the whole process very straightforward and easy to deal with