Office of Tax Simplification review inheritance tax
Alex Wavell | 17.07.2019
I specialise in preparing wills, estate planning and advising clients on tax matters. I also administer estates on behalf of clients where their assets are located in multiple jurisdictions.
My clients are private individuals who need assistance in reviewing and revising their wills.
Some of my clients want help with straightforward English wills while others have more complex requirements, involving trusts or assets located overseas.
I advise clients on domestic or international estate planning, which often includes discussing clients’ potential tax exposure. Advising on other lifetime matters, including powers of attorney, is also among the services I offer.
No matter what advice I am providing to clients, I pride myself in adopting a holistic approach.
Following a successful career in the Royal Navy, I qualified as a solicitor in 2015 and became a chartered tax adviser.
I speak fluent German and have a good working knowledge of Dutch.
I live in the New Forest and enjoy hiking.