Alexander is a Senior Manager in our Private Wealth and Estates Group servicing a breadth of private entrepreneurial clients.
He advises individuals, partnerships, trusts and companies on their personal, financial and taxation affairs.
His portfolio includes clients across a variety of industries, including: real estate, professional services, landed estates, as well as investment vehicles and LLPs.
He has a particular interest and specialism in the complex accounting requirements of Family Investment Companies. Managing the annual compliance of multiple types of such entity with assets ranging from £5m to £200m in value.
Alexander also undertakes valuations for both tax purposes for restructurings of private owned family businesses and divorce proceedings.
Alexander is a member of the firm’s Private Wealth Practice Group.
Key experience
- Delivering statutory accounts for UK companies in accordance with UKGAAP with a focus on companies owned by high net worth individual’s (HNWIs),
- Both ACA and CIOT qualified allowing him to holistically advise on his client’s financial situations,
- Advising on initial set up and structuring of Family Investment Companies to ensure family goals of passing down wealth to future generations is achieved,
- Understanding the complex accounting requirements for the statutory annual reporting of Family Investment Companies,
- Providing technical FRS102 support for UK companies on a number of accountancy issues such as the mark to market of investments and associated corporation taxation implications,
- Valuing businesses both for divorce and tax purposes, with valuations accepted by HM Revenue & Customs.
Interests
Alex enjoys skiing and running alongside attempting to be an avid gardener.