Alana is a partner in the charities team.
She advises both charities and their donors on a wide range of legal, fiscal, and regulatory issues. Her practice focuses on tax-efficient giving by corporate and individual donors, including advising on the structuring of philanthropic giving vehicles, the terms of direct funding, venture philanthropy, social investment and a range of operational matters. Alana was selected by the Society of Trusts and Estates Practitioners as the People's Choice - Trusted Advisor of the Year at the 2019/20 Private Client Awards. She is also recognized as a recommended lawyer in The Legal 500 US 2024 guide in the area of Not-for-Profit Tax.
In addition, Alana has experience advising trustees, companies, royal charter bodies, CICs, and associations on a variety of operational matters including: fundraising, sponsorship and trading, constitutional reorganisations, campaigning and elections, and social enterprise.
Recent recognition
Clients
Me in a minute
Getting private money into public benefit space is what gets me out of bed in the morning
I am privileged to be able to devote 100% of my practice to philanthropists and charitable institutions (including family foundations, donor advised funds, community foundations, universities and others).
I have a particular interest in families - involvement of children and succession issues in family philanthropies, as well as the interplay with the family business. As an 'expat' myself, I've always focused on the international issues facing both donors and charities.
I enjoy sector advocacy, participating in initiatives on the 'giving cap', charitable 'lifetime legacies', and the impact of FATCA and the Common Reporting Standard. I am currently participating in the HMRC Working Group on CRS and charities at the request of the Charity Tax Group. As secretary of the Charity Law Association and a member of its Standing Committee on Taxation, I am frequently called upon to contribute to tax and other consultations.
I write and speak frequently and have been published or quoted in The Economist, The Financial Times, The Times, and the Guardian, and sector publications such as STEP Journal, Offshore Investment, Trusts & Trustees, Third Sector, Charity Finance, Philanthropy UK Quarterly, Philanthropy Impact Magazine, Private Client Practitioner, Charity Times, and Accounting Web.