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Trusts

Whether you need advice on trusts, tax, accounting or trust administration, our experienced team can offer a range of services, specifically tailored to meet your needs and give you the peace of mind  that your assets are handled in the best way for you.

From trust planning to trust formation, we take account of both the legal and tax issues.  Once created, we take the strain and stress out of running your trust, regularly dealing with areas such as lifetime trusts and Will trusts, charitable trusts, and trusts of death benefits from occupational pension schemes.

We will work with you and your preferred investment adviser to offer a comprehensive trustee service that covers all of your legal and tax issues, including the provision of individual professional solicitor-trustees.

Our Trusts services include:

  • Trust planning
  • Trust creation
  • UK or off-shore advice
  • Sale or purchase of trust assets
  • Supervision of income from trust assets
  • Preparation of trust accounts
  • Preparation and submission of trustee tax returns
  • Contentious trust and probate issues 
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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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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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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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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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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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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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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Dean

Dean Pope

Probate Manager

01726 74433

Dean is a probate manager at Stephens Scown.

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Karenza

Karenza Graham

Paralegal

01872 265100

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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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Contact

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

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