People

Jonathan is the head of private client. He advises UK and international private clients and trustees on all aspects of tax, trust, estate and succession planning and on philanthropic matters.

Typical clients range from high-net-worth individuals and their families coming to the UK from abroad to take advantage of the favourable tax regime for non-domiciliaries, to UK-based entrepreneurs, taking in the trusts, other structures and financial instruments such clients use to hold their business interests or manage their wealth. Having spent four years as an in-house counsel in Bermuda, he has particular expertise in advising private banks and family offices on private client matters. He is also very experienced in complex cross-border estate planning, coordinating matters for clients with assets in several different legal and tax systems.

He lectures widely in the UK and overseas to conferences attended by clients and other industry professionals, publishes journal articles on topical issues and is frequently quoted in the national and industry press.

Professional memberships

• ACTAPS (Association of Contentious Trust and Probate Solicitors)
• APP (Association of Partnership Practitioners)
• ITPA (International Tax Planning Association)
• STEP (Society of Trust and Estate Practitioners)
• The Bermuda Society
• The Law Society of England and Wales
• The International Academy of Estate and Trust Lawyers