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Wealth Protection

Family run farms and businesses are the lifeblood of the South West economy.  With so many of these in Devon and Cornwall, many business and farm owners worry about how best to transfer their assets to children and other family members when the time comes to pass on the reins.

That’s where we can help.  There are plenty of options now available when passing on the family business and many ways to make sure your wealth and future is protected.

We understand that there are many complex issues when looking at transferring assets within a family - we’ll take time to understand all of your circumstances to ensure that your assets are passed on in the most efficient and effective way for you and your family. 

Our family team – ranked the best in Devon and Cornwall by the two major independent law guides – are now regularly dealing with pre and post nuptial agreements for use within the family business.  Following a  Supreme Court judgment they now have an important role to play in protecting your wealth.  Those, such as parents, transferring wealth may be wise to insist that a pre or post nuptial agreement is in place to protect the wealth they are transferring to their children.  If you are remarrying you may also wish to consider such an agreement to protect your wealth.

We can also offer extensive advice on trusts, estate and tax planning, along with the best way to reduce any IHT bill when passing on your assets.

Rest assured we’ll work to find the best package for you, all whilst giving you a single point of contact with the firm that understands you and your business needs.

Chambersband1
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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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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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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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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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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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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Dean

Dean Pope

Probate Manager

01726 74433

Dean is a probate manager at Stephens Scown.

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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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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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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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Contact

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

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