As a Senior Associate in our Private Client business, Stephen specialises in advising on capital tax planning, the use and taxation of trusts and estate administration. As part of this practice, Stephen undertakes the planning and drafting of complex wills on behalf of private clients.
For his ultra-high-net-worth clients, Stephen's skills and experience in succession planning and estate administration are invaluable. Career highlights include succession planning for family-held property companies, which have seen significant inheritance tax savings for his clients.
Stephen has lectured on capital taxation and taxation of trusts at both King's College, London, and the London School of Economics law schools.
Private Client
As part of our Private Client team, Stephen provides our clients with advice on tax and estate planning. Working predominantly with clients with significant property investment interests and family businesses often in the agricultural sector, Stephen covers a broad range of advisory and tax compliance services. As well as drafting complex wills, trusts and partnerships agreements, he prepares self-assessment tax returns for those that need to declare significant capital gains from the sale of residential property.
Stephen is currently a student member of the Chartered Institute of Taxation and STEP.
successful negotiations with HMRC resulting in clients making significant tax savings
estate administration of multi-million-pound agricultural estates
incorporation planning for family trading partnerships resulting in significant tax savings for the client
tax planning advice in relation to development land for a family in relation to their undertaking a high-value housing development
significantly reducing clients' potential inheritance tax exposure through highly skilled succession planning including the use of trusts where appropriate
advising ultra-high-net-worth individuals on a range of Private Client matters including succession planning and estate administration
