Stephan is a Private Client Tax Partner with almost twenty years’ experience advising on UK taxation. He provides comprehensive advisory and compliance services to a wide range of private clients, including their associated trusts, family businesses, and charitable interests.

Stephan's technical focus is on providing clear, strategic advice to entrepreneurs, finance professionals, sports and entertainment professionals, and beneficiaries of generational wealth, along with other high and ultra-high net worth individuals facing complex domestic and international tax affairs. This work covers the full spectrum of personal taxation, primarily income tax planning, capital gains tax matters (particularly relating to business sales, investments, and digital assets), and long-term inheritance tax strategies.

Stephan also has extensive experience advising on the UK’s complex anti-avoidance provisions as they apply to private clients. He is adept at managing and resolving HMRC enquiries and assists individuals and trusts with making voluntary disclosures to bring their tax affairs up to date.

Brief CV

Education:

BSc, University of Southampton

2010:

Qualified as a Chartered Tax Adviser

2014:

Joined Dixon Wilson

2018:

Qualified as a Trust & Estates Practitioner

2020:

Appointed Director

2022:

Appointed Partner

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