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Professional Biography

Jonathan is a partner in Stephenson Harwood’s private wealth group and advises UK and international private clients, trustees, foundations, family offices and private banks on all aspects of tax, trust, estate and succession planning, regulatory, immigration and philanthropic issues. He also has significant experience in assisting families and trustees in responding to tax investigations and resolving disputes.

What is your favorite restaurant to take a client or colleague to?

The Ned

What is the best piece of advice you have ever received?

"You make your own luck"

What was your first job?

Newspaper round, aged 13

What is the book you recommend to everyone?

"The Firm"

What changes do you expect to see in your practice over the next year?

More use of AI