Company
Position
Partner
Index
Accountants & Tax Advisers
Location
Peterborough
Advice type
Inheritance tax mitigation
Tax planning
Tax structuring
Wealth preservation
Client type
Entrepreneurs
Families
HNW
Sector Focus
Legal Advisory Services
James Stevens
Spear’s Review
James Stevens spent seven years at Big Four firm Deloitte before joining Saffery as a partner in 2023. He now acts for HNWs, entrepreneurs, families, landed estates and family-owned businesses based in the East Midlands and East Anglia.
The Cambridge graduate supports clients across various issues including wealth preservation, offshore trusts, inheritance and compliance.
One managing partner at Saffery speaks highly of Stevens’ expertise ‘in both domestic and international tax and trust issues’ and says that his skillset ‘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: Top Recommended
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