Stephen James

Areas of expertise

Inheritance Tax and Estate Planning
Taxation and Trusts
Complex Pension Planning - including the NHS
Investment Planning including Tax Led AIM/BR/VCT/EIS schemes
Vulnerable clients and Long Term Care

Experience

Stephen is a Chartered Financial Planner with over 27 years of experience in advising professional and retired clients on complex Pensions, Savings and Investment matters, including Tax-Led investments for those who have maximised the tax relief around their pensions. Estate and Inheritance Tax planning features heavily, including trusts, and he is also very experienced in dealing with the elderly and their bespoke needs, including the provision of long-term care.

Notable client work and achievements

Stephen has helped clients over many years to both understand and enjoy their wealth, with an eye towards ultimately passing it on in a tax efficient manner to their families.

Professional qualifications and memberships

APFS, Chartered Financial Planner