Alice Clewes

Experience

• Advising on and drafting Wills
• Advising clients on lifetime Inheritance Tax planning which will involve optimising available reliefs and may include the creation of trusts and planning in respect of life policies and pension death benefits
• Advising on and preparing powers of attorney and registering Lasting Powers of Attorney and Enduring Powers of Attorney with the Court of Protection
• Estate and succession planning including advising on passing assets to the next generation
• All aspects of estate administration and advising beneficiaries on redirecting entitlements under Deeds of Variation
• Advising on and drafting trusts including trusts to protect assets from attack, trusts to utilise Inheritance Tax reliefs, trusts to pass assets to the next generation and shareholder trusts in respect of cross option agreements
• Advising existing trustees on their obligations and responsibilities and assisting in the administration of on-going trusts

Alice qualified as a solicitor in 2003 and is also a member of STEP. She is dual qualified as a member of The Chartered Institute of Taxation (CIOT) and is currently the Chair of the North East England branch.