Stephanie specialises in advising individuals on all aspects of estate and succession planning. She advises individuals and trustees on the use of trusts and other vehicles to hold and transfer wealth that are practical as well as tax efficient.
Stephanie works with UK and offshore trustees to manage their UK tax compliance and accounting requirements. She has particular expertise in managing the complex tax issues surrounding offshore trusts with UK beneficiaries or UK assets, and ensures that her clients don’t fall foul of the many tax traps that exist for the unwary. She also advises on all aspects of inheritance tax including general planning to mitigate liabilities, Business Property Relief reviews and HMRC submissions for both Estates and Trusts.
Prior to joining haysmacintyre in 2018, Stephanie worked in a number of award winning private client teams and has sat on the other side of the fence managing the trust team in a large single family office.
Beyond haysmacintyre, Stephanie sits on the committee of the STEP Kent branch and is a Trustee of her local Girlguiding division. In 2018 she was invited by the Office of Tax Simplification to sit on the Consultative Committee for their Inheritance Tax Review enabling her to put the ‘real world’ issues faced by clients to decision makers.
In her spare time Stephanie enjoys cooking, family holidays and a good book.