Stephanie Parker

Spear’s Review

Stephanie Parker, head of trusts and personal tax at Macfarlanes, deals with clients from the UK and abroad who have settled or own property in the UK, providing ‘highly bespoke’ advice on wealth-planning structures.

‘Plans are designed to meet the needs of the client and enable them to manage, access and transfer assets in a tax-efficient way without creating an unnecessary administrative burden,’ she explains. ‘I then ensure ongoing compliance work is handled with accuracy and efficiency.’

Parker makes certain that her clients don’t fall foul of the many tax traps that exist for the unwary. She also advises trustees, settlors and beneficiaries on redesigning or simplifying existing structures.