Private client
The team at Stevens & Bolton LLP is equipped to advise on a broad range of matters, including succession planning, estate administration, wills and lasting powers of attorney, tax planning, and the management of UK and international trusts. The group is also well-versed in advising non-UK domiciled individuals and clients with international estates, and is frequently instructed on matters involving heritage assets and landed estates. Rosie Todd heads the team and is recommended for her skill in handling issues arising at the intersection between personal wealth and corporate structures, frequently advising entrepreneurs and fund managers on tax planning strategies post-corporate exit. Daryl Fox is noted for her expertise in estate administration and post-death planning.
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Work Department
Private client
Position
Partner advising on a broad spectrum of private client matters ranging from wills and succession planning to tax efficient structures for non-UK domiciled individuals. She has particular expertise in the taxation of investment funds and investors.
Rosie also provides advice in relation to both onshore and offshore trusts, with experience advising entrepreneurial clients and undertaking tax planning for business owners (including exit events and restructuring).
Career
Trained and worked for five years in the tax department at Travers Smith LLP. She joined Stevens & Bolton LLP in 2012 and was made a partner in 2016.
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Testimonials
Collated independently by Legal 500 research team.
‘Daryl Fox and the team have been helpful and proactive in dealing with my elderly mother's estate, including trust arrangements from my father's estate. They are knowledgeable and pleasant to deal with.’
‘Stevens & Bolton is a practice based outside London, but with a level of expertise the same as any London firm.’
‘S&B has a highly professional team and personable people, covering the full range of skills and contacts that a top end legal service should provide.’
‘The team's combination of diligence, hard work, empathy and pragmatism is a delight to work with. They have always found solutions for challenging requests and never failed to deliver on time.’