Alexis specialises in providing advice to UK and international individuals, family offices and trustees on wealth structuring, estate planning and complex inheritance tax, income tax and capital gains tax planning.
Alexis understands the complications that almost inevitably arise when wealth crosses borders, particularly in the current political landscape of increasing transparency. Although Alexis enjoys navigating the nitty-gritty aspects of tax and succession law, she appreciates that many clients do not. Therefore she considers it a crucial part of her job to distil these complicated areas of law into straightforward, pragmatic advice.
Alexis recognises that clients with international wealth often require a collaborative team of professionals in multiple jurisdictions. Alexis has built up significant experience in acting for high net worth individuals and families, often alongside other advisers with whom she has developed strong working relationships. She understands the importance of managing the lines of communication between advisers to ensure that it is constructive and solution-focused.
Alexis works closely with colleagues from other areas of the firm, such as family or IP, when her clients need broader advice.
Key areas of specialism:
Cross-border tax and succession: A key feature of Alexis' work is planning around the ever-shifting rules relating to residence, domicile and the taxation of international individuals and their structures. Having been born and raised in the US, Alexis enjoys working on US/UK matters in particular; her experience extends to clients with interests in Europe, the Middle East and Africa.
Tax disclosures and investigations: Having started working on tax disclosures in the earliest days of the Liechtenstein Disclosure Facility, when Farrers was involved in negotiating the initial terms of the LDF, Alexis' practice has grown to encompass all manner of voluntary disclosures to HMRC. Alexis' approach is proactive rather than reactive; she aims to strike a balance between supporting clients through the process and challenging them enough that they are well prepared for any queries HMRC may raise. She is sensitive to the reputational risks that can arise as part of the process of regularising one's tax affairs. Alexis also advises intermediaries on the growing regulatory requirement to ensure their clients are tax compliant.
Alexis qualified as a solicitor in 2010.