Stephen has practiced in the area of Personal Tax, Trusts, Wills and Estates (both in the UK and offshore) since 2002. He is recommended both for his personal tax practice and Private Client: Trusts & Probate by Legal 500. He specialises in providing effective advocacy and clear advice on the taxation of individuals, and their trusts and businesses, to Solicitors, Accountants and Foreign Lawyers.
Stephen originally qualified as a Solicitor in 2002, and as a Chartered Tax Advisor (CTA) in 2005. Stephen maintains his status as a Chartered Tax Advisor (CTA). He previously worked at Withers LLP and at Payne Hicks Beach where he was a partner in the Private Client Department.
Stephen’s move to the Bar was prompted by a strong desire to specialise in providing high quality advice on a broad range of Private Client Tax and Trust issues. Whilst the subject matter of advice is often complex, he is guided by the principle that what clients need is clear practical advice on their options.
Stephen advises on:
Income Tax, Capital Gains Tax, Inheritance Tax and Stamp Duty Land Tax (SDLT); Residence, domicile and the remittance basis of taxation; The taxation of UK and offshore trusts; The trust law position of England & Wales trusts; Wills and Estates, including cross-border Estates; The taxation of UK real estate; The taxation of privately-owned UK businesses, including agricultural businesses; The tax efficient structuring of international privately-owned businesses, including the use of Private Trust Company structures; and Tax and trust advice to Matrimonial lawyers, both in the context of divorce and pre/post-nuptial agreements.