James Stevens joins Saffery as partner

1 Mar 2023

James Stevens

Saffery is pleased to announce the further growth of its team in Peterborough with the appointment of James Stevens as partner.

James joins Saffery from a Big Four firm, where he headed up the private client team in the Eastern region, along with leading its UK trust business and playing a key role in its Channel Islands private client business.

James’s practice is private client centred, focused on advising high and ultra-high net worth families, many of whom are high profile with complex, international financial and business affairs. His particular focus is on capital tax and trust advice and strategy, as well as succession planning and wealth preservation. He has considerable experience managing the tax and accounting compliance processes for both families and their trust and business interests, domestically in the UK as well as internationally.

At Saffery, James will work with the Peterborough team to deliver advice and compliance services to its client base of private clients and landed estates, including highly innovative entrepreneurs and owner-managed businesses based in and around the East Midlands and East Anglia.

James’s arrival is the latest milestone in a period of growth and expansion for the firm in Peterborough, and follows the recent appointment in February of Gareth Norris as partner, bringing the total partner headcount in the office to seven.

Matthew Burton, Managing Partner at Saffery, commented:

“James’s expertise in both domestic and international tax and trust issues, developed over years of leading private client and offshore teams, aligns with our firm’s heritage, our clients’ evolving needs and the complex global regulatory environment they operate in.

“James is a great addition to the Peterborough team, and we are thrilled to have him on board.”

James Stevens added:

“Saffery has an excellent reputation and an outstanding track record of providing the highest standard of tax and succession planning advice to some of the UK’s most prestigious families and landed estates. I’m excited to be joining such a great team, which is committed to providing clients with the highest levels of service.”