Frederick is a partner at London private client law firm Payne Hicks Beach. He advises a broad range of UK and international clients on personal tax and trust issues. His practice is focused on advising entrepreneurial, business families on long term structuring and succession planning (often through the use of trusts). A number of Frederick’s clients are UK resident non-domiciliaries, who he advises on UK tax, residence and asset structuring (including ‘pre-arrival planning’). Frederick’s offshore work has a particular focus on Scandinavia but he also advises clients from a number of other jurisdictions most notably those with a US connection. Consequently Frederick is used to working with advisors in multiple jurisdictions to coordinate consolidated advice for clients with international connections.

Joe Crome, CAP®, leads the American Donor Fund team, delivering a market leading philanthropy service for dual US/UK taxpayers.

In his dual role, Joe also leads CAF’s Business Development team, to drive growth and accelerate business development activities across our Giving and Impact Services.

Joe’s expertise specialises in charitable grant-making regulations in the UK and US, donating complex assets, philanthropy advice for individuals and families, and anti-money laundering and related due diligence pertaining to charitable donations.

Joe has completed the Chartered Advisor in Philanthropy designation with the American College of Financial Services, the only adviser working in the UK to have done so.

Daniel has gained extensive experience in providing US and UK personal tax compliance and advisory services, on a wide range of private client tax issues.

Daniel’s specialist focus is providing advice to individuals working in partnerships in the investment and alternative asset management industries, as well as providing advice on personal tax issues for expatriate employees. Daniel is a qualified Chartered Tax Adviser (CTA) and an Enrolled Agent (EA), enrolled to practice before the Internal Revenue Service in the US. He holds a Bachelor of Science (BSc) in Economics from University of Reading.

Awards and industry accolades:

• Gold Award – Accountant of the Year - Manager 5-10 years, Citywealth Future Leaders Award 2020

• Shortlisted – Mentor of the Year, Citywealth Future Leaders Award 2020

• Citywealth Future Leaders Top 100: 2020

• Citywealth Leaders List for 2023/24

• Citywealth NextGen Top 40 Under 40 2023

• Top recommended - Spear’s Magazine’s Tax & Trust Advisors Index 2023

Alexis specialises in providing advice to UK and international individuals, family offices and trustees on wealth structuring, estate planning and complex inheritance tax, income tax and capital gains tax planning.

Alexis understands the complications that almost inevitably arise when wealth crosses borders, particularly in the current political landscape of increasing transparency. Although Alexis enjoys navigating the nitty-gritty aspects of tax and succession law, she appreciates that many clients do not. Therefore she considers it a crucial part of her job to distil these complicated areas of law into straightforward, pragmatic advice.

Alexis recognises that clients with international wealth often require a collaborative team of professionals in multiple jurisdictions. Alexis has built up significant experience in acting for high net worth individuals and families, often alongside other advisers with whom she has developed strong working relationships. She understands the importance of managing the lines of communication between advisers to ensure that it is constructive and solution-focused.

Alexis works closely with colleagues from other areas of the firm, such as family or IP, when her clients need broader advice.