Alexander Morgan

Legal Director

+44(0)118 957 0514

+44(0)7850 751696
[email protected]
Location

Reading

Profile

Services

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.

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'Alex is very bright and highly personable.'
Chambers 2025
'Alex is a fantastic and helpful solicitor. He is always professional and pleasant to deal with.'
Chambers 2025
'Alex is a fantastic and helpful solicitor. He is always professional and pleasant to deal with.'
Chambers HNW 2024
'Alex is very bright and highly personable.'
Chambers HNW 2024
‘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
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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