Experience and Background

For over 14 years Alexandra has been advising wealthy individuals and business owners on estate planning and succession matters, including complex inheritance tax and capital gains tax issues. Alexandra is also experienced in advising trustees, drafting and administering trusts, and dealing with estate administration. She is a member of the Society of Trust and Estate Practitioners (STEP).     

Alexandra qualified as a solicitor in 2004 and subsequently worked for almost ten years in a specialist private client practice, gaining a wealth of experience in complex estate planning and trust matters.

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STEP (Society of Trust and Estate Practitioners) is a professional organisation which aims to improve public understanding of the issues families face in relation to inheritance and succession planning, and to promote education and high professional standards among its members.

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