Stephen Patch > Shoosmiths LLP > Milton Keynes, England > Lawyer Profile

Shoosmiths LLP
100 AVEBURY BOULEVARD
MILTON KEYNES
MK9 1FH
England

Work Department

Wealth Protection, Partner

Position

Stephen is an experienced wealth protection lawyer specialising in estate planning for high net worth individuals as well as farmers and has been doing so since 2004.

He is able to navigate clients through complex matters in simple English with his friendly and approachable manner putting clients at ease. Stephen is able to offer both practical and commercial advice to his clients often becoming the ‘trusted adviser’ and first point of contact.

Expertise includes:
• Complex wills incorporating trusts
• Trusts
• Tax and succession planning for individuals, business owners and farmers.
• Powers of Attorney for both individuals and business owners
• Estate administration

The Legal 500 notes that Stephen is known for providing advice within private client practice as a lawyer who is ‘very approachable and amenable’.

 

Career

Stephen joined Shoosmiths in March 2020 having been the former head of the private client team at Woodfines as well as previously heading up the tax, trusts & estates Cambridge team at international law firm, Taylor Vinters.

Memberships

Stephen is a full member of the Society of Trusts and Estate Practitioners (STEP), an international quality mark for inheritance and succession planning.

Lawyer Rankings

South East > Private client > Personal tax, trusts and probate: Beds, Bucks, Herts, Middx

The wealth protection team at Shoosmiths LLP has a well-established reputation for advising private clients in relation to complex and high value personal tax and probate matters. The firm has expertise in complex international estate administration, trusts and inheritance tax issues. Charlotte Dunn heads the practice and is a specialist in dealing with high net worth clients including establishment figures, those with landed estates and heritage assets, directors and business owners. Stephen Patch focuses on estate planning for business owners, entrepreneurs and other wealthy individuals such as professional footballers.