Alexander Morgan
Legal Director
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Location
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Profile
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Alexander specialises in will drafting, complex IHT returns and other tax calculations, probate applications and estate administration involving APR, BPR and Excluded Property Trusts, elderly client care matters and the creation of powers of attorney.
He has also been involved with applications to the Court of Protection under the Mental Capacity Act and the setting up and running of English trusts.
He has recently passed his STEP Advanced Certificates in Taxation of Trusts & Estates, and Trust Administration.
""‘Alexander Morgan is particularly proficient in the complex area of foreign law. Highly recommended and very “tech-savvy”.’
Legal 500, 2024
'Alex is always great to work with. He is an upcoming leader. He comes up with some intriguing and innovative solutions to assist clients with meeting their objectives.'
Chambers 2022
'He is professional and knowledgeable.'
Chambers 2022
Career Highlights
- Dealing with the estate administration of a successful businessman with cross-border issues, a 1975 Act claim against the estate, business property and reduced rate charity calculations
- Administering and obtaining a favourable inheritance tax determination from HMRC for a death benefits trust, which comprised amalgamated settled funds from various pension arrangements
- Administering a multimillion pound estate which comprised assets in several jurisdictions
Memberships
related items
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press
09 January 2024Probate applications on the rise as service battles with backlog
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insights
09 August 2022Holiday homes in the EU
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insights
25 November 2020
Witnessing of wills by video: a new way forward?
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insights
31 July 2020
A sign of the times: New rules on executing wills
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