Practice areas
- Contentious Trusts and Estates
Alicia is a litigator who advises individuals, families, and trustees on the full range of domestic and international contentious trusts and probate matters. Clients value her ability to marry high-quality and pragmatic legal advice with a thoughtful and personable manner.
Alicia’s practice covers a broad range of complex trust and probate issues. She advises on many high-profile, high-value family trust disputes that span multiple jurisdictions. Her clients include high-net worth individuals and families (based both in and out of the UK), trustees of high-value international and domestic trusts, and beneficiaries. She has advised both claimants and defendants, at all stages of the litigation process – from pre-action advice and negotiations, up to trial and subsequent appeals (including to the Supreme Court).
Recent types of work that Alicia has been involved in include claims under the Inheritance (Provision for Family and Dependents) Act 1975, probate claims involving capacity and undue influence issues, trust disputes with beneficiaries, complex inheritance tax cases, as well as Court of Protection work for vulnerable individuals and their families.
Alicia is fluent in Mandarin Chinese, with a working understanding of Cantonese. She is passionate about languages and is currently studying Korean.
Recent Cases
HMRC v Parry & Ors [2020] UKSC 35 – This inheritance tax case went to the Supreme Court on appeal. The case concerned the correct tax treatment of pension transfers and omissions to take benefits.
Publications
Trusts and Trustees, October 2019, ‘Prudence in practice: Bartlett and beyond’.
Alicia co-wrote the chapter on England and Wales in ‘The Future of the Profit Split Method’ (Danson, Maisto, Chand, Cappelleri), a book about international taxation and transfer pricing. See Chapter 17, ‘Status Quo and Likely Evolutions – United Kingdom (England and Wales)’.
News & Insights
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Insight