Alastair has over 15 years of experience advising individuals and families about their Wills, Trusts and Inheritance Tax planning arrangements both as a solicitor and formerly working for HSBC Trust Co (UK) Ltd.
Alastair specialises in Inheritance Tax Planning, Administration of Trusts and Estates, Will Drafting, Trust Drafting (including associated documentation) and Powers of Attorney.
Alastair has recently been advising clients in connection with the following issues:
- The estate of a deceased which involves winding up the trust of which she was the lifetime beneficiary, advising on the taxation implications of an inheritance from an unadministered estate due to the deceased and the deceased’s own estate
- Revising a couple’s Wills to take advantage of the Transferable Ordinary and Residence Nil Rate Bands by incorporating life interest trust in favour of the survivor and to assist them reducing their inheritance tax liability via a gift of property to their children
- Varying a deceased’s Will to pass assets to their grandchildren and to pass other assets to a family charity
- Assisting in the administration of a large estate which left assets to a trust created during the lifetime of the deceased and other assets on trust for the surviving spouse.
“Alastair has provided advice to many of my clients, friends, family and me over the last 5-6 years. He is very knowledgeable and always provides excellent advice. Some of the situations are very sensitive matters and Alastair always acts with great empathy and professionalism.” Andy Wray, IFA at DGS Independent Financial Advisers Ltd
Alastair is a member of The Society of Trust and Estate Practitioners (STEP) and the Law Society Private Client Section.