Specialisms & expertise
- Trust management
- Family investment companies
- Personal and specialist tax compliance and planning
- UK trust and family investment company accounting and administration
- Charity accounting and administration
- Estate accounting and administration.
Types of client
Alan regularly advises trustees and executors, as well as beneficiaries of trusts and estates. He has particular expertise in working with high net worth and ultra-high net worth individuals, families and their businesses, as well as charities.
Achievements & other appointments
Alan is a qualified Chartered Certified Accountant and STEP affiliate member. He has been listed in ePrivate Client’s top 35 under 35.
