Stephen Morris

Background

About Stephen Morris

Providing cross-border tax and wealth planning advice to ex-pats and individuals leaving the UK for retirement or work in Cyprus, France, Malta, Portugal and Spain. The advice covers all personal taxes in all countries, including UK inheritance tax, income tax capital gains tax, wealth tax and reporting requirements. Comprehensive knowledge of the personal taxation of pension benefits in the countries, including QROPS and QNUPS. Deep understanding of the tax consequences of onshore and offshore trusts and foundations in the UK and the various countries. Extensive knowledge of the tax of certain life assurance and related tax mitigation products in all the countries. Specialties: International tax, offshore and onshore trusts, partnerships, companies, relationship management, understanding and mitigation of UK and European taxes, estate planning.