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Alexander Morgan Alexander Morgan

Alexander Morgan

Senior Associate

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.

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

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Our Offices

London
One Bartholomew Close
London
EC1A 7BL

Cambridge
50/60 Station Road
Cambridge
CB1 2JH

Reading
The Anchorage, 34 Bridge Street
Reading RG1 2LU

Southampton
Grosvenor House, Grosvenor Square
Southampton SO15 2BE

 

Reading
The Anchorage, 34 Bridge Street
Reading RG1 2LU

Southampton
Grosvenor House, Grosvenor Square
Southampton SO15 2BE

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