Partner

"The addition of Alison Talbot from Henmans has bolstered the firm’s practice in Oxford, adding additional weight to its legacy practice." (Chambers UK, A Client's Guide to the Legal Profession 2009)
 
Alison specialises in legacy management, advising finance departments on ways to generate income, assisting charities who are appointed as executors or residuary beneficiaries of wills, and dealing with legal and tax issues arising from gifts made to charities.
 
Alison has broad experience of charity law and governance, including the formation of trusts and liaising with the Charity Commission, advising on charity structures and restructuring, trustees' duties and charity schemes and orders.
 

Alison is a member of the Charity Law Association and the Society of Trust and Estate Practitioners. She regularly speaks at seminars and workshops for charities and provides training for trustees and legacy officers. She is a trustee of a number of charities and is familiar with the practical issues facing trustees on a day-to-day basis. Alison holds the Society of Trust and Estate Practitioners (STEP) diploma, and she regularly writes for leading journals on charity issues.