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Company

Saffery

Position

Partner

Index

Accountants & Tax Advisers

Location

England

Advice type

Inheritance tax mitigation

Tax planning

Tax structuring

Wealth preservation

Client type

Entrepreneurs

Families

HNW

Sector Focus

Accounting

James Stevens

Spear’s Review

James Stevens spent seven years at Big Four firm Deloitte before joining Saffery’s Peterborough office as a partner in 2023. He now acts for HNWs, entrepreneurs, families, landed estates owners and family-owned businesses based in the East Midlands and East Anglia.

Stevens advises clients on their trust structures, the international aspects of UK taxation, and inheritance and capital tax planning.

One managing partner at Saffery speaks highly of Stevens’ expertise ‘in both domestic and international tax and trust issues’ and says that his skill set ‘aligns with our firm’s heritage, our clients’ evolving needs and the complex global regulatory environment they operate in’. 

Stevens is a member of the Society of Trust and Estate Practitioners and the Institute of Chartered Accountants in England & Wales.

Rank: Recommended

Recommended 2025, Accountants & Tax Advisers

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