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Alan Bryant, Senior Associate (Non Solicitor)

Alan specialises in trust administration, both private & charitable, as well as probate and personal tax.

Summary

Alan specialises in trust administration, both private & charitable, as well as probate and personal tax. Alan has vast experience of dealing with trust and probate accounts and tax returns. This includes charitable trust accounts and other Charity Commission compliance procedures.

Alan is primarily instructed by individuals but has also advised banks and trust companies on trust and probate issues.

Experience highlights

  • Experience of dealing with offers of works of art in lieu of inheritance tax one in respect of an estate worth approximately £80m where the tax satisfied exceeded £5m
  • Administered estates where successful claims for BPR and APR have been made
  • Dealt with numerous “Lloyds” estates, in almost all cases having successfully administered those estates having obtained Yorke orders
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