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Tax Advice

It goes without saying that no one wants to pay more tax than they need to.  Our team of tax specialists will work closely with you to guide you through the various ways that you can plan your affairs to ensure that the next generation are the main beneficiaries of your estate - not the taxman.

We're skilled at providing last minute action for our clients which can and does save tax, but the key to holding on to as much of your money as possible is shrewd planning in advance.

That's where our tax specialists really come into their own.

We come up with practical ways of using the basic reliefs and exemptions and can also devise complex structures to make significant reductions, particularly to capital taxes.

Some of the areas we offer tax advice on include:

  • Estates
  • Inheritance tax & estate planning
  • Trusts
  • Income tax planning
  • Capital gains tax planning
  • Advice following marriage breakdown 
  • Property tax
Chambersband1
Ian

Ian Newcombe

Partner

01392 210700

Ian is a Partner and leads the Private Client Team in Exeter. With 20 years' experience, he specialises in will drafting, probate and the administration of estates, trusts and tax planning.

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Lisa

Lisa Weekes

Associate

01392 210700

Lisa is an Associate in the Exeter Private Client team specialising in tax and inheritance issues.

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Phil

Phil Reed

Partner

01726 74433

Philip is a partner and a Team Leader in the private client department and joined in 2007 from the merged firm Graham & Graham. He is a member of the Society of Trust and Estate Practitioners and is an Inheritance Tax specialist, dealing with taxable estates and trusts.

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Graham

Graham Murdoch

Partner

01872 265100

Graham Murdoch is a Partner and the Team Leader of the Private Client Team in Truro. He deals with Wills, Inheritance Tax Planning, administration of Estates and Trusts, Powers of Attorney, Court of Protection and other elderly client matters.

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Tamsin

Tamsin Hills

Solicitor

01872 265100

Tamsin Hills joined Stephens Scown in January 2010 having moved back to Cornwall from Cardiff.

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Robert

Robert Marshall

Solicitor

01392 210700

Robert is a Solicitor in the Private Client Team in Exeter. He deals with all aspects of Private Client work from helping clients make a Will to the administration of estates.

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Gabrielle

Gabrielle Medland

Solicitor

01392 210700

Gabrielle is a Solicitor in the Private Client Team in Exeter. She specialises in elderly client issues including Lasting Powers of Attorney and is also involved with wills, the administration of estates, trusts and inheritance tax advice.

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Janet

Janet Porter

Paralegal

01872 265100

Janet relocated to Cornwall from Suffolk and joined Stephens Scown in January 2001. She has over 20 years experience and obtained a Specialist Paralegal Diploma in Wills and Probate Practice in 2000.

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Karenza

Karenza Graham

Paralegal

01872 265100

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Mike

Mike Robinson

Legal Executive

01726 74433

Mike has been a Fellow of the Institute of Legal Executives since 1993 and specialises in Wills, Estates, Trusts and Powers of Attorney and has over 20 years experience in these areas.

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Dean

Dean Pope

Probate Manager

01726 74433

Dean is a probate manager at Stephens Scown.

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Stephens Scown LLP has ‘strength in numbers’ and handles many matters for high-net-worth clients.

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