Alice Pearson

Alice is a qualified Chartered Tax Adviser and Chartered Accountant. She provides tax advisory and compliance services to wealthy individuals and families, entrepreneurs and trustees.

Alice advises on all UK tax matters including Capital Gains tax and Inheritance Tax and her particular area of expertise is tax planning for those coming to or leaving the UK (pre-arrival and pre-departure tax planning). She is adept at issues such as navigating the Statutory Residence Test, dual-residency issues and the timing of transactions to ensure her clients’ financial affairs are structured in a tax-efficient manner. Alice also has a particular interest in domicile issues and advising on the taxation of non-UK domiciled clients.

Alice enjoys getting to know her clients well to provide them with the best possible support. When advising on Inheritance Tax and succession planning for family wealth, she places a lot of value in getting to know often multiple generations of a family to understand their objectives so that she can tailor a plan to their personal circumstances. She also enjoys the challenges of keeping on top of changes in legislation affecting her clients and champions a proactive approach making her an extremely effective advisor.

Alice was promoted to Tax Partner in 2022 having been a Tax Director since 2020, a reflection of the quality of her work and the expert advice she imparts to her clients.

Alice joined Mercer & Hole in 2015 from Rawlinson & Hunter where she worked for seven years. In 2013, Alice was awarded the coveted Ronald Ison Medal for the highest mark in the CTA’s Taxation of Individuals’ paper.

Outside of work, Alice enjoys spending time with her two young children and playing golf and tennis.

In the press

• Professional Adviser – ‘Reform or abolish? reasons why IHT needs to change’
• Bloomberg Tax – The ‘Non-Dom’ Tax Regime—and Its Future in the UK
• Mail on Sunday – Six tips to save on tax when you give money to charity… but watch out for scams when giving generously