Alan advises individuals and families on succession planning as well as specialising in charities, third sector and philanthropy.
On succession planning, Alan helps with wills, trusts, powers of attorney, family business work, inheritance tax-related matters, wealth structures, international succession and the full range of lifetime planning and assistance after someone dies. After death work also includes legal rights and challenges to wills by disappointed beneficiaries and others. Alan has been recognised as a ‘Legal Influencer – Private Client (UK)’ at the Lexology Marketing Awards.
On charities, third sector and philanthropy, Alan’s work includes setting up charities, OSCR-related work, variations, reorganisations and mergers of charities, governance, trustee training, grantmaking and grant-giving administration, funding arrangements, gifting, legacies and gifts in will services. In this area, Alan advises individuals, families, charities (of all sizes and types), public sector bodies as well as corporates on CSR and ESG matters. Alan is a member of the Law Society of Scotland’s charity law committee.
In addition to helping BKF’s own clients, Alan is available to assist other solicitors and professionals when external support and opinion is required. This can be arranged on a variety of bases to suit the referring solicitor or professional.
Chambers High Net Worth directory has described Alan as “An experienced lawyer” who is “a superb strategist and is extremely knowledgeable” and “one of the leaders in private client expertise in Scotland.” While Chambers and Partners has said that Alan is “highly experienced in advising third sector organisations” … “efficient and has a very in-depth knowledge of the Scottish charity scene”.