Stephen Edwards and Terri Halstead offer specialised tax advisory services to owner managers, their families, professional advisors and local accountancy firms. With over 18 years of collaboration, they provide tailored tax advice with a blend of technical expertise and practical delivery.

Steve has over three decades of experience in the UK tax system, helping clients and colleagues to navigate complex tax interactions and find realistic solutions. He is a fellow of the Institute of Chartered Accountants in England and Wales and a member of the Chartered Institute of Taxation. Steve's clients include entrepreneurial individuals, businesses, and successful families, as well as professionals in the accountancy and legal fields.

Terri is a Chartered Tax Advisor with extensive experience in tax and business advisory. She specialises in lifecycle planning, including acquisitions, sales, restructuring, employee incentives, and multi-generational wealth management. Terri's expertise includes inheritance tax, capital gains tax, and income tax planning.

Both have Big 4 backgrounds and have collaborated for many years supporting entrepreneurs and their families. Joining together Terri and Steve provide a unique offering of technical expertise to provide clients with innovative yet pragmatic solutions.