James Stevens

Spear's Review

James Stevens spent seven years at ‘Big Four’ firm, Deloitte, before joining Saffery as a partner in 2023. He now acts for HNWs, entrepreneurs, families, landed estates and family-owned businesses based in the East Midlands and East Anglia. 

The Cambridge graduate supports clients across various issues including wealth preservation, offshore trusts, inheritance and compliance. 

One managing partner at Saffery speaks highly of Stevens’ expertise ‘in both domestic and international tax and trust issues’ and says that his skillset ‘aligns with our firm’s heritage, our clients’ evolving needs and the complex global regulatory environment they operate in’. 

Stevens is a member of both the Society of Trust and Estate Practitioners and the Institute of Chartered Accountants in England & Wales.