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Stephen Morris LL.B (hons), TEP, ATT (Fellow), TT (IE) is Counsel and an External Advisor at Travels & Savings, bringing over 20 years of expertise in cross-border tax and wealth planning. As a STEP and CTA qualified senior tax adviser, Stephen specializes in navigating complex international tax matters, making him an invaluable resource for clients optimizing their financial futures abroad.
Stephen’s meticulous approach and ability to address the nuances of cross-border tax challenges make him a trusted advisor for High Net Worth Individuals (HNWIs) and families seeking expert guidance on wealth planning and residency strategies.
Stephen’s expansive technical knowledge includes pension taxation (QROPS and QNUPS), offshore trusts, and tax-efficient life assurance products. His extensive cross-border experience covers a wide range of taxation matters, including inheritance tax, income tax, capital gains tax, and wealth tax. This breadth of expertise allows him to provide comprehensive advice and wealth management solutions tailored to the unique needs of globally mobile clients.
With more than a decade of experience assisting UK and non-resident expatriates, Stephen has successfully guided clients in establishing tax-efficient offshore structures and navigating relocations into countries such as Cyprus, France, Malta, Portugal, and Spain. His in-depth understanding of international tax law ensures that clients benefit from seamless residency transitions while maximizing tax efficiency.
As part of Travels & Savings, Stephen is dedicated to delivering tailored, strategic solutions that empower clients to achieve their financial goals while ensuring compliance with international tax regulations.
