Alex Berman, Director

Private client tax advice, including:

Alex specialises in advising private clients and their businesses on the breadth of their tax matters.

His clients appreciate receiving clear and practical tax advice, tailored to their broader commercial, investment and family objectives.

Alex's experience includes advising:

Family manager-owners of a national market-leading business on their holding structure, sale planning and estate planning
A non-UK domiciled family with a significant London real estate portfolio and complex international trust structure
Families on estate planning and investment company structures
An individual with a long standing HMRC enquiry, which was settled on positive, collaborative terms
The estate of a deceased businessman with international assets and beneficiaries, involving multiple wills and the establishment of new estate planning structures
Many individuals relocating to or from the UK
A US citizen on the restructuring and sale of a UK business and establishment of a trust and investment company structure.