Steve has been in financial services since 1987, where he has provided tax and trust technical services to international life companies specialising in non-domiciled clients and IHT planning. He has also been involved with cross-border planning and developing products for the UK high net worth market. In addition, Steve has regularly delivered workshops and seminars to financial advisers and private bankers in both the UK and Switzerland.
Qualifications
› Chartered Financial Planner
› APFS (Advanced Diploma in Financial Planning)
› TEP (Trust and Estate Practitioner – STEP).