Office Location: England and Wales
England and Wales
Trusts: Planning
Tax Advisory
Jonathan is a partner in the firm’s private wealth team. He advises both UK residents and international clients on UK tax, trusts, estate and succession issues with a particular focus on international cross-border matters for non-UK domiciled clients (resident in the UK or elsewhere), offshore trustees and family offices. This includes advising on residence, domicile, the remittance basis of taxation, and developing or refining structures and strategies to preserve wealth and avoid unnecessary tax and succession implications. Jonathan regularly advises individuals moving to or from the UK on how to plan their affairs in a tax efficient manner before they arrive or depart. Often this will include considering the impact on, and planning for, any business they own or structure they can benefit from.