Career Bio
Specialisms:
Steven has over 15 years’ experience in providing tax advice for individuals, trusts, estates and partnerships.
Steven’s aim has been to provide individuals with proactive, efficient and well planned advice on all aspects of their personal tax affairs including overseeing their tax filings, advising them on estate planning matters, and generally ensuring they optimise their tax position.
Having worked much of his career within one of the top six global accountancy practices, Steven wanted to bring the knowledge he has gained to a professional practice that ensures that the work that is undertaken is in a collaborative approach with his clients’ other advisers, whilst always recognising that ultimately he is advising the client on what is best for them.
Working together with clients, Steven, particularly enjoys analysing the interaction between them and their companies, trusts, investments, and families with the objective of achieving their aims of wealth preservation and tax efficiency.
Steven is a full member of the Society of Trust and Estate Practitioners (STEP)
Outside of work Steven enjoys spending time with his wife and young son, and getting out in the garden as much as possible.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
