Stephen Woodward

Practice Areas

• Private client tax

• Trusts

• Wills and probate

Career

Stephen has practiced in the area of Personal Tax, Trusts, Wills and Estates (both in the UK and offshore) since 2002. He specialises in providing effective advocacy and clear advice on the taxation of individuals, and their trusts and businesses, to Solicitors, Accountants and Foreign Lawyers.

Stephen originally qualified as a Solicitor in 2002, and as a Chartered Tax Advisor (CTA) in 2005. Stephen maintains his status as a Chartered Tax Advisor (CTA). He previously worked at Withers LLP and at Payne Hicks Beach where he was a partner in the Private Client Department.

Stephen advises on:

• Income Tax, Capital Gains Tax, Inheritance Tax and Stamp Duty Land Tax (SDLT);

• Residence, domicile and the remittance basis of taxation;

• The taxation of UK and offshore trusts;

• The trust law position of England & Wales trusts;

• Wills and Estates, including cross-border Estates;

• The taxation of UK real estate;

• The taxation of privately-owned UK businesses, including agricultural businesses;

• The tax efficient structuring of international privately-owned businesses, including the use of Private Trust Company structures; and

• Tax and trust advice to Matrimonial lawyers, both in the context of divorce and pre/post-nuptial agreements.

Professional Memberships

Associate member of CIOT

Revenue Bar Association

Publications

Author of “Clarke’s Offshore Tax Planning 2023 – 24 (31st edition).