Stephen is a dual US and UK tax qualified advisor with over 15 years’ experience, managing the US and UK compliance and advisory needs of high-net-worth-individuals, with a focus on the international aspects of both jurisdictions.
He specialises in the US taxation of deferred compensation (including familiarity with golden parachute payment rules) and in offering US and UK tax advice related to divorce and planning around the family unit.
Stephen is a qualified Chartered Tax Adviser (CTA) in the UK, and an Enrolled Agent (EA) licensed to practice before the Internal Revenue Service (IRS) in the US.
Stephen holds a Master in Science (MSci) in Mathematics from Imperial College, London.
How Stephen is building a better working world
“I enjoy working with my clients to help them achieve their goals by guiding them to more positive and efficient tax outcomes and easing the stress and burden of tax compliance. I believe this develops a better working world as this enables my clients to focus more of their time, energy and financial resources on developing their business, career, personal and family goals. It is important that the service we provide is bespoke and tailored to the client’s needs so that they can benefit the most from it.”