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Alexa Collis

Senior Associate

Recognised by The Legal 500 UK 2015 and praised by clients for being ‘great to deal with, prompt to respond and very approachable’ and demonstrating ‘excellent knowledge’.

I advise UK and foreign individuals and their families on the management of their personal affairs and the preservation and transmission of their family wealth.

My work includes Wills and succession planning, capital tax planning, and the formation and tax efficient use of trust and other asset holding structures. I also provide advice to non-domiciled and/or non-resident individuals on their obligations and the opportunities available to them.

My clients range from entrepreneurs to “talent”, increasingly with a US flavour. I also have prior offshore experience, having spent time in the Channel Islands advising individuals, trusts companies and family offices.

Prior to joining New Quadrant Partners, I trained with a leading UK regional firm, qualifying in September 2010. I studied Law at the University of Warwick before completing the Legal Practice Course. I am a member of STEP (the Society of Trust and Estate Practitioners) and I am currently completing the STEP Advanced Certificate in UK Tax for International Clients. I have been recognised by The Legal 500 UK 2015.

Cross-border estate and succession planning

This matter involved giving advice to a non-UK resident and non-UK domiciled individual and his family to ensure a coordinated succession planning strategy across two jurisdictions. This included advice relating to the structuring of...

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Pre-UK arrival planning

This matter involved advising on issues relating to an individual client’s domicile and residence coming into the UK, including advice on the operation of the Statutory Residence Test and rebasing opportunities.

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UK estate planning

This matter involved advising a UK domiciled entrepreneur as to her estate and succession plan. This included advice as to the application of business property relief and the availability of holdover/Entrepreneurs’ Relief with respect...

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UK/US estate planning

In this matter, we advised a UK resident and domiciled client in relation to the nature of a lifetime trust established as a Will substitute during a period of residence in the US. This...

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