Alan is a qualified accountant who heads the trust and probate team at Charles Russell Speechlys. He has worked in the trust and private client industry for the last 13 years with both accountants and solicitor firms advising trustees and beneficiaries on all aspects of the management of trusts, including accounting and taxation issues.

Alan looks after high and ultra high net worth family trusts and landed estates, UK and offshore trusts and charities. He supports and advises trustees and beneficiaries on the various different taxes that effect trusts, including advising offshore trustees and UK beneficiaries of UK tax consequences of distributions, restructuring of trusts and the impact of disposing of assets. Alan also advises families on inheritance tax planning and passing assets to the next generation.

Alan was named in ePrivateClient's top 35 under 35 in 2017.