About
Jonathan’s clients typically have a connection with the UK through tax residency, citizenship or domicile, or invest in UK businesses or real estate. His clients invariably have interests in foundations, trusts or companies, often outside the UK, which hold businesses or investments internationally. He is an expert adviser on UK resident non-domiciled individuals, their assets in and outside the UK and their trust structures. He does a lot of complicated cross-border estate planning for international families who hold assets in different countries. He often advises on people moving countries and the global tax and immigration issues which those people must consider.
Jonathan is often sought out by clients and intermediaries for some of the most complex and difficult cross border trust and tax issues. He has built a leading reputation for working out the solution to complex cross-border legal conundra.
Jonathan is admitted to practise in England and Wales.
Experience
- Working as part of a team of international advisers on the affairs of a resident non-domiciled family who moved from the USA to the UK. Jonathan advised on the UK tax aspects of the move and on restructuring a trust which held part of the family’s assets.
- Advising a Middle Eastern entrepreneur who settled business assets onto trust structures to enable trustees to control the businesses after his death and manage the long-term devolution of his wealth to members of his family. Jonathan advised on the establishment of a private trust company to manage the assets.
- Advising a Swiss based entrepreneur regarding UK tax residency and domicile to create a cohesive plan leading to his retirement with control of his assets being vested in a board of trustees going forward.
- Advising a bank trust company in relation to exchange of information programmes and tax compliance in the UK. This involved reviewing files in light of the requirements to ensure that the trust company’s system was picking up the relevant information which it had to report.
- Advising the executors of a persons’ estate in relation to the consequences of tax planning schemes into which the deceased had entered many years ago.
