Alex Berman

Areas of expertise

• Private client tax advice, including:

• Personal and family investment structures

• Residence and domicile

• Succession planning

• Holding structures for private business owners

• Trusts and international structures

Experience

Alex specialises in advising private clients and their businesses on the breadth of their tax matters.

His clients appreciate receiving clear and practical tax advice, tailored to their broader commercial, investment and family objectives.

Notable client work and achievements

Alex's experience includes advising:

• family owners of a national hospitality business on their holding structure, sale planning and estate planning

• a non-UK domiciled family with a significant London real estate portfolio and a complex international trust structure

• families on estate planning and investment company structures

• an individual with a long standing HMRC enquiry, which was settled on positive collaborative terms

• the estate of a deceased businessman with international assets and beneficiaries, involving multiple wills and the establishment of new estate planning structures

• many individuals relocating to or from the UK

• a US citizen on the restructuring and sale of a UK business and establishment of a trust and investment company structure.

Professional qualifications/memberships

Chartered Institute of Taxation
Association of Taxation Technicians