Isobel Morton Partner

Isobel advises individuals, family offices and trustees on tax, trust and succession issues, with extensive experience working on cross-border matters and structuring involving family-owned businesses.

Isobel advises UK resident, domiciled and non-domiciled clients on their personal tax issues, including on planning to be undertaken when moving to or from the UK.

She also advises clients with no significant UK connections on trust and succession issues and regularly co-ordinates multi-jurisdictional teams of advisers. She has extensive experience advising both UK and non-UK based families on family office structures.

Key areas of focus

Advising founders throughout their life cycle: through her own personal interest in the technology industry, Isobel has considerable affinity for the issues affecting founders throughout the life cycle of their business. She is a member of the firmwide technology group and works closely with colleagues across different practice areas on these issues.

Emerging approaches to wealth management: as wealth passes through generations and new wealth is created, it is natural that attitudes and approaches to managing that wealth develop. Legal advice must develop in light of these changes and Isobel leads the private client team’s approach to topics such as impact and sustainable investing, ESG considerations and progressive tax structuring.

US/UK tax and estate planning: having spent time on secondment in a leading New York law firm and through her considerable work on US/UK matters since, Isobel has a good understanding of the tax and estate planning issues facing clients with US connections.

Firmwide development
Isobel is committed to the development of the firm through a variety of initiatives.

Sustainable business: Isobel sits on the environmental committee which leads the firm’s sustainable business agenda.

Balancing career and home lives: Isobel is a partner champion of our Balance network, a forum providing networking and peer support for all staff managing careers and home lives, to achieve a sustainable work-life balance.

Mentoring: Isobel is a trained mentor for the firm’s mentoring schemes, which support associates and mothers and fathers returning to work.

Expertise

What people are saying

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"She is wonderful and knows a hell of a lot about US law."

Chambers HNW 2020

"She is very smart, very organised and able to well articulate what is needed and is thorough with it as well."

Chambers HNW 2020

"She is very sensible and straightforward. She is brilliant, really excellent and pragmatic.""

Chambers HNW 2019

"She is very smart, very organised and able to well articulate what is needed and is thorough with it as well."

Chambers HNW 2019

"Morton has recognised experience advising UK and international families on complex cross-border estate planning, tax and succession issues."

Chambers HNW 2019

"'Knowledgeable, dedicated and hardworking and…displays valuable judgement'."

The UK Legal 500 2018

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