Alexander Shah

Expertise

Alex is an experienced solicitor specialising in private client work, focusing on estate planning, wills, trusts, and probate matters. He has built a reputation for delivering tailored advice to individuals and families, supporting them in all stages of their wealth planning journey.

Alex is passionate about helping clients not only at the height of their wealth but also those at the early stages of wealth creation, ensuring robust succession strategies are in place. His clients appreciate his ability to break down complex tax calculations in a manner they find easy to comprehend.

With extensive experience in probate and estate administration, Alex has guided clients through both straightforward and complex estates, including those with cross-border elements and bespoke probate applications. In addition to estate administration, Alex is adept at advising families on Court of Protection applications.

His clients and their advisors consistently commend him for his calm demeanor and sensitivity in handling emotionally charged situations, paired with his pragmatic, solution-focused approach.

 

Experience Highlights

• Worked with property investment clients on inheritance strategies with low liquidity.
• Advised a wealthy client on Will planning involving complex family health and relationship issues.
• Administered an estate with escheated assets in both the United Stated and the UK.
• Successfully challenged HMRC on interest charges for a high-value estate, securing refunds exceeding £100,000.

Career History

• Underwood & Co, Associate: 2023-2024
• Browne Jacobson, Associate: 2021-2023
• Meridian Private Client, Solicitor: 2019-2021
• Wrigleys Solicitors, Trainee Solicitor: 2017-2019

Education

• BPP Law School (LPC)
• Swansea University (LLB Hons, Law and Psychology)

Professional Membership

• Society of Trust and Estate Practitioners (Affiliate)
• The Law Society of England and Wales