CAROLYN STEPPLER

CREDIT SUISSE

Category
Tax Accountants
Company Size
International
Website

Previously a private client tax partner at EY in London, Carolyn Steppler is now Head of UK Wealth Planning for Credit Suisse in Switzerland. She works with PE principals, entrepreneurs, CEO s, and family offices, particularly non-doms. She helps the private bank’s clients structure their wealth through such vehicles as non-UK trusts, companies and foundations, and advises on structures for investments and private assets, on estate planning and relocation to and from the UK. The increasingly complex UK tax and regulatory environment brings challenges: ‘Nowadays, everything is very bespoke — you have to be very, very careful to be sure you’ve understood the client’s objectives and circumstances,’ she says.

Carolyn Steppler