Stephanie heads up Macfarlanes’ team of trust and personal tax managers and administrators. The team manages the firm’s portfolio of trustee clients and provides a highly bespoke personal tax compliance service for individuals with complex affairs.
Stephanie is a Chartered Accountant and a full member of the Society of Trust and Estate Practitioners (STEP), with 30 years’ experience in trust management and personal tax. Prior to joining Macfarlanes, she worked in leading London accountancy firms advising high-net-worth individuals, families and entrepreneurs.
Stephanie has particular expertise in offshore wealth holding structures. Her knowledge of the technical tax aspects combined with her accountancy background mean that she can support clients, including professional trustees, with complex tax situations to report accurately and fully to HMRC, minimising any risk of challenge.
Her personal tax clients include high-level executives, business owners, wealthy families and landowners, usually with an international aspect to their affairs. She works collaboratively with her legal colleagues to ensure that clients have the very best advice and that this follows through the whole tax reporting process.
She also supports clients who are subject to HMRC enquiries or making voluntary disclosures to achieve the best outcomes and reach a swift conclusion.
Stephanie is top recommended in Spear's best accountants and tax advisers list for 2025.
Experience
- Supporting a family office in accounting for significant transactions in a complex offshore structure.
- Managing the tax return compliance process for C-suite executives of a major listed company.
- Managed the distribution of a large trust fund with complex assets to multiple beneficiaries.
- Advised on the reorganisation of an offshore structure to enable on-going tax efficiency.