Biography

Under the public access scheme, Alana works directly with members of the public and/or their financial advisors. She also advises under the professional access scheme whereby members of professions such as accountants, financial advisors and insurance companies can come to her directly for advice.

Many of her clients say she is “very approachable” and another said that the “crystal clarity of [her] advice meant that [they] knew exactly what [they] could and could not do".

Alana advises clients on tax effective schemes, drafting relevant documentation to put the desired scheme in place. She also advises many overseas clients and has received highly positive feedback, including this comment from Florida, USA: “Many thanks for your excellent opinion on this matter”.

Alana represented the Defendant and won the landmark case of Tod v Barton which was the first case on the Hague Convention and which also involved the validity of tax planning with a deed of variation.

Alana advises clients on:

• Starting a business and the choice of mediums to set this up for example, as a partnership or a company, and the tax consequences
  Drafting company documentation and employee contracts
  The purchase of company shares and the tax consequences
  Disincorporation of a company and the tax consequences
  Members voluntary liquidation
  Dissolution and shareholder liabilities
  The winding up of companies.

Particular areas of experise include:

• Tax effective schemes: Drafting relevant documentation to put the desired scheme in place.
  
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• Wills & Trusts: Obtaining Probate, the administration of estates, Court of Protection matters, and advising Elderly Clients on tax planning and on the protection of assets for long term care; preparing Lasting Powers of Attorney; succession matters; on the interpretation of Will and trust clauses, and the role and responsibilities of trustees.
  
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• Companies: On starting a business and the choice of mediums to set this up for example, as a partnership or a company. and the tax consequences; drafting the company documentation and employee contracts; advising on the purchase of company shares and the tax consequences; on the disincorporation of a company and the tax consequences; on Members voluntary liquidation; dissolution and shareholder liabilities; and on the winding up of companies.
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• Disputes with the Revenue on: Employment status, allowable expenses and discovery assessments.
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• General: The tax consequences of a separation and divorce; personal injury matters