Office Location: Barbados
Barbados, Bermuda, British Virgin Islands, Cayman Islands, England and Wales, Guernsey, Hong Kong SAR, Isle of Man, Jersey, Singapore, Switzerland, The Bahamas, United States
Family Office
Trusts: Planning
Tax Advisory
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. Whilst the majority of his clients have some sort of UK connection, a significant portion do not. As a result he is very experienced in complex cross-border estate planning, coordinating matters for clients whose family members and assets are located in or affected by different legal and tax systems. Having spent four years as an in-house counsel to a bank in Bermuda, and many years as a partner in private practice, he puts forward workable solutions to his clients, be they individuals or private banks and corporate trustees, taking into account both perspectives. Jonathan travels widely to see clients in the UK and overseas and regularly lectures or chairs conferences attended by clients and other industry professionals. He also publishes journal articles on topical issues and is frequently quoted in the national and industry press. "Jonathan is a very good adviser. He is super bright, very experienced, provides crystal-clear advice and he is down to earth. Jonathan is first-class and generally a nice bloke." Chambers HNW 2024
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: Long term relationships and technical area of law
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: Bright, hard working, interested in relationships, love of law
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: tax planning, the movement of wealth, succession to wealth
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: The Ned