Alex Berman

Private client tax advice, including:

• Personal and family investment structures

• Residence and domicile

• Succession planning

• Holding structures for private business owners

• Trusts and international structures

Experience

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.

Notable client work and achievements

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 a 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.

Professional qualifications/memberships

• Chartered Institute of Taxation
• Association of Taxation Technicians
• eprivateclient NextGen Leader 2023
• eprivateclient NextGen Leader 2024
• Citywealth Future Leaders Awards – Accountant of the Year Partner/Director 2024