A tax and financial consultant with 28 years experience. A member of the Chartered Institute of Taxation. Qualified to Diploma level with advanced papers in trust and taxation and business financial planning.
Stephen provides independent financial, taxation and business planning advice to meet the needs of our private and business clients. He specialises in IHT mitigation, pension planning and provides advice on financial planning in relation to divorces, for example pensions.
Cara graduated from Stirling University in 2003 with a BA Hons degree in Marketing and Sports Studies. She then spent a short while pursuing a career in Golf. Subsequently joined Leggatts Financial Services in 2006 and started studying towards her Financial Advice qualification and is qualified to Diploma level.
Cara’s primary role is to meet the needs of our clients through the construction and management of individual investment portfolios and retirement options.
Stephen & Cara are both members of the Personal Finance Society.
Tax Planning and Inheritance Tax Planning advice are not regulated by the Financial Conduct Authority.