Aloysia Daros

Aloysia is a Tax Partner and Head of Landed Estates and Rural Businesses. She advises business owners, individuals, families, trustees and family offices on complex tax, succession and wealth planning matters.

Whilst recognised for her expertise in landed estates, rural businesses and agricultural property, Aloysia's client base extends far beyond the rural sector and includes entrepreneurs, family-owned businesses, property investors, trustees and high net worth individuals.

Aloysia works with a wide range of structures including companies, partnerships, trusts and family investment vehicles. Her clients often have diverse interests spanning property, leisure, development, farming, investment and trading businesses.

Known for her practical and commercial approach, Aloysia helps clients navigate significant change, whether that involves succession planning, business growth, restructuring, asset protection or intergenerational wealth transfer. She takes pride in building long-term relationships and providing proactive advice that identifies opportunities as well as managing risk.

Alongside strategic tax advice, Aloysia and her team provide comprehensive compliance and accounting support, ensuring clients receive a joined-up service tailored to their needs. She is also a trustee for several client structures, acting as a trusted adviser to families across multiple generations.

Experience

Aloysia specialises in inheritance tax, capital gains tax and succession planning for business owners, families and trustees.

Her work includes advising on:

• Family business succession and intergenerational wealth transfer

• Inheritance tax planning and Business Property Relief reviews

• Capital gains tax planning and business restructuring

• Trust creation, administration and strategic trust planning

• Complex partnership and company structures

• Family investment and property holding structures

• Conditional Exemption and Heritage Maintenance Funds

• Governance and long-term stewardship of family assets

Aloysia combines technical expertise with a commercial perspective, helping clients make informed strategic decisions while understanding the wider tax implications. She works closely with families and their advisers to ensure succession is managed sensitively, efficiently and in a way that supports long-term objectives.

Notable client work and achievements

• Designed and implemented partnership structures to maximise capital gains tax reliefs.

• Undertaken strategic inheritance tax reviews for family businesses, trusts and landed estates, identifying opportunities to improve long-term tax efficiency.

• Advised families on succession planning involving multi-generational ownership of trading businesses, property portfolios and rural assets.

• Restructured ownership arrangements to improve governance, simplify administration and support future succession objectives.

• Advised on Heritage Maintenance Funds and Conditional Exemption arrangements for historic assets

Professional qualifications/memberships

• ACA

• CIOT

• Member of the Agricultural Representative Board

• Member of the CLA Tax Committee

• Former Chair of the Institute of Chartered Accountants in England and Wales Farming and Rural Business group