GREENWOODS Solicitors LLP has announced the arrival of solicitor Stephen Patch to its Private Client team.
Stephen holds the respected Society of Trust and Estate Practitioners (STEP) Diploma – the benchmark trust and estate qualification recognised by accountants and tax practitioners.
He has focused exclusively on private client work for seven years. His specialist skills allow him to give advice on preparing on the creation and administration of tax saving lifetime trusts and tax efficient wills. He also manages the subsequent administration of estates and discretionary will trusts. Separately, he advises on lifetime affairs management through Lasting Powers of Attorney (an essential document for every individual), and on tax planning generally for business owners and managers, and those for whom Inheritance Tax is an issue.
Tim Addinell, director and head of Private Client at Greenwoods said: “Stephen is already proving a valuable member of Greenwoods’ Private Client team. His wealth of knowledge along with a professional and yet empathetic approach puts clients at ease. A team player – quite literally – Stephen has seamlessly fitted in with colleagues, business contacts and most importantly of all, our clients. I am very positive about Stephen’s future and am delighted he is part of our growing team. ”
For further information or advice from a member of the Private Client team, contact 01733 887660 / 665 or email firstname.lastname@example.org