Partner, private wealth
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.