Alana Petraske
Partner
*Not currently admitted in any US jurisdiction
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.
Alana also focuses on international issues facing both donors and charities, including cross-border giving and fundraising, tax and fiduciary issues connected to overseas operations, UK regulation and recognition of foreign organisations, and the establishment of ‘dual qualified’ charity structures which enable tax-efficient giving in the US and the UK.
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.
Esperienza
Admissions
Publications
Memberships
Talks
Obtaining UK tax recognition for a German family foundation.
Advising a private bank on its philanthropy offering.
Restructuring a group of family charities in light of changing activities and family dynamics.
England and Wales, 2007
‘When forever is too long: the rise of spending down in philanthropic foundations’ - STEP Journal, October 2019)
‘Making grants overseas: a refresher on HMRC rules for charities’, Charity Tax Group (May 2019)
Immediate past secretary, Charity Law Association
Executive Committee, Charity Law Association
CLA Standing Committee on Taxation
‘Post Exit: Philanthropy on sale of the family business’ – Business Families Spotlight (November 2017)
‘Next Generation Philanthropy’ - The Philanthropy Programme seminar (September 2017)
‘Innovative Solutions for Philanthropy’ – Philanthropy Impact and Maverick Collective Roundtable (Chair) - (September 2017)
Il mio profilo in un minuto
Getting private money into public benefit space is what gets me out of bed in the morning
Istruzione
Lingue
- English