Phil is a partner in our Wealth Protection team in Cornwall and the Rural Services team.

Phil qualified as a solicitor in 1995 in Cornwall with Graham & Graham before joining Stephens Scown in 2007. He completed the Society of Trust and Estates Diploma in 2004.

With over 25 years’ experience in private client work, Phil specialises in wealth protection for the retired and succession planning for farmers, landowners and business owners.

Phil has been working in this area since he qualified and has helped thousands of families and individuals plan for the future and ultimately to pass on their assets whilst minimising inheritance tax.

Examples of recent work include:

• Creation and management of discretionary and life interest trusts
• Inheritance tax audits for individuals, partnerships and business owners
• Complex estate administrations involving inheritance tax reliefs and exemptions
• Acting as a Trustee, an Attorney and a Deputy for clients lacking mental capacity.

Phil also sits on the Cornwall committee of the CLA and is the Under Sheriff of Cornwall.