About
Alice started in theatre, moved to an auction house, then became a lawyer. That unusual path means she understands creative lives and the estate planning they demand. Her clients include performers, writers, games creators, app developers, art collectors and music industry leaders, along with the family offices and trustees who look after them.
She works across borders, primarily the UK, US and Switzerland, helping families think about succession, tax and what their wealth is actually for. Many of her clients have US connections: Brits moving to the US or American families with UK ties.
Alice also advises on mental capacity, an area of growing importance, and something she understands first-hand since her mother's Alzheimer's diagnosis. She helps families, trustees and money managers when people faces capacity issues.
She is a full member of STEP, admitted in England and Wales, and registered as a foreign lawyer in Zurich.
Questions clients ask Alice:
- How do I protect my creative legacy as well as my financial assets?
- We have a blended family - how do we balance everyone's needs?
- Does Swiss forced heirship mean I can't leave everything to my spouse and will this mean more tax?
- Someone has died with assets in multiple countries. Where do we pay tax?
- Our trust holds art in the UK - what do we need to know?
- How can the trust or foundation help a beneficiary buy a home in the UK?
Questions Alice asks her clients:
- Has your family discussed the purpose of wealth?
- What's most important to you about this issue?
- Can I summarise what I think you want to achieve — and tell me if I haven't got it right?
Experience
- Explaining why ‘domicile’ matters for UK citizens moving abroad
- Family Governance advice for creatives
- Wills for clients with assets in the UK and the US (and other jurisdictions)
- Advising trustees of the UK tax issues of distributions to UK residents
- Analysing the UK tax treatment of foreign entities, such as Foundations
- Advising on the transfer of valuable Art on the change of trusteeship
- Preparing a UK tax disclosures to regularise the reporting for UK resident non-domiciled clients and complex trusts
- Pre-UK arrival tax planning for valuable Art collections
- Legacy planning for Creatives
