Alice has extensive knowledge of working with HNWIs and provides clients with clear and concise tax advice which is tailored to their needs.

  • 40% Southerner
  • 20% People person
  • 20% Chatterbox
  • 10% Foodie
  • 10% Holiday lover

ProfessionalExpertise

  • Chartered Tax Advisor
  • Nine years of experience working in personal tax compliance and private client advisory teams
  • Four years working at KPMG in London
  • Experience in Inheritance Tax planning and the taxation of non-doms

I joined Shorts after spending six years in London working for Top 10 Firms.

I work alongside other members of our Private Client Advisory and Tax Compliance teams to ensure that we provide all our clients with the best possible service regarding their personal tax affairs.  This includes being proactive in finding solutions and implementing them when it comes to mitigating inheritance tax, income tax and capital gains tax liabilities.

During my career, I have had the opportunity to work with a variety of different clients including Ultra High Net Worth Individuals, Trusts, and Partnerships.  This breadth of experience has been beneficial in allowing me to appreciate the many different issues that people can face through the course of their lifetime, for example as their businesses develop and looking to manage their wealth for future generations.

 

Alice’s area of specialism;

Private Client

An award winning team

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COVID-19In line with the most recent Government announcements, both of our offices still remain closed to clients and all but a few essential members of our team. Over the coming weeks, our phased transition will see members of our team returning to the office, where we have made a number of changes to ensure a safe working environment. All of our team can still be contacted by clients, whether working from home or in the office. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.