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Sue Stephens

Sue Stephens

Tax Partner

Sue trained with HM Revenue & Customs in 1983 becoming a tax inspector dealing with Revenue investigations. She subsequently qualified as a Chartered Tax Advisor in 1991.

Sue left the Revenue to join the tax department of Ernst & Young in Liverpool in 1988 for ten years, becoming tax manager in charge of their personal tax department before joining BWMacfarlane LLP initially as our tax manager in 1999. With over 25 years working in tax, Sue therefore has extensive experience of all aspects of individual and partnership taxation specialising in tax planning for high net worth individuals and their businesses. Sue is also well versed in overseas taxation and all matters relating to residence, domicile and double taxation agreements for clients personally as well as their various business interest and family settlements.

Sue now heads up our Tax and Trust departments ensuring a seamless link in the case of our wealthy clients and their families and personally actively engages with the clients to ensure they benefit from the full range of our added value services.

“A superb and comprehensive review that has put my mind at rest regarding overpayments and Annual Allowance – many thanks.”
Personal Tax Client

“Sue-We would like to thank you for your prompt attention in preparing and submitting our tax returns. Please pass on our sincere thanks to Alana, who has supported us throughout the various process. We intend to advise others of your excellent service in all matters relating to income tax.”
Personal Tax Client

“As always thanks for your patience and assistance”
Business & Tax Client

“Thanks for another years great service and peace of mind”
Personal Tax Client

“Sue and Donna, I would like to say thank you for all your help. I would have been lost without you both.”
Personal Tax Client

“I would like to thank you for the dedicated and professional way you, Lee and Paul handled my tax affairs. You showed me great sensitivity when I was very vulnerable. You also produced a fantastic outcome for me, and such a relief to finally have my affairs in order. I cannot recommend you and your team more highly.”
Personal Tax Client

“May I just thank you Sue and Helen once again for a totally professional, supportive service.”
Personal Tax Client

“Once again thank you to Sue and Donna, we appreciate your prompt service and discretion.”
Personal Tax Client

“Many thanks as always Sue for a really efficient job!”
Personal Tax Client

“With much gratitude to you personally (Sue) and to your Company for all the help rendered over many years. It has taken a load off my mind.”
Personal Tax Client

“BWM have been acting as my accountants for well over five years and continue to provide a service which is thorough, efficient and friendly. The level of client care from Sue Stephens is consistently high and competitively priced. Thanks to the quality of their work, accounts are made easy for the self-employed.   No trouble is too much, however trivial and the service is entirely user-friendly. I have absolutely no hesitation in recommending them.”
A QC Client

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