Stuart acts for a wide range of clients, from families based across the Home Counties through to globally wealthy families listed in the Sunday Times Rich List and Forbes. Stuart also acts for financial institutions, trustees and corporate groups, and has previously been appointed an independent tax and trust law expert by the High Court.
Stuart is head of private client at Stevens & Bolton. He is also a member of the firm’s Management Board.
Stuart trained and worked at a City law firm for six years before moving to another London firm in 2003. He became a partner there in 2005 and became European head of one of the main wealth planning teams in 2006.
He joined Stevens & Bolton in 2008 and has been head of private client since 2010.
Stuart has extensive experience across all areas of private client, including in particular:
- UK and international estate planning
- Succession planning
- Complex onshore and offshore trust structures
- Tax planning for business owners (including exit event and reconstructions)
- Tax efficient strategies for non-UK domiciliaries
- Investment taxation
- Employee incentive strategies
- Family offices
Stuart is recommended as a leader in the field of private client in both Chambers and The Legal 500. He is also listed in the Citywealth Leaders List and Spears list of top professionals, and has previously sat on the STEP Awards Judging Panel.