Harbottle & Lewis LLP

Private Wealth

Jonathan has spent 25 years advising international entrepreneurs and wealth owners. His clients typically have a connection with the UK through tax residency or domicile, or invest in UK businesses or real estate. His clients invariably have interests in trusts or companies, often outside the UK, which hold businesses or investments.

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 great deal of cross-border estate planning for international families who hold assets in different countries. He often advises on people moving countries and the tax and immigration issues which those people must consider.

Jonathan often advises on the key issue of how assets should be properly controlled through the ‘life cycle’ of a family and its businesses. In doing this, Jonathan typically addresses the ‘milestones’ a person may go through including marriage, children, divorce, incapacity and death, and analyses the impact of these events on the assets in which that person has an interest.

Baker Mackenzie 2001-2007 (Partner 2004) Managing Director Wealth Advisory, Barclays 2008-2012 Partner, Harcus Sinclair 2012-2018 Partner, Harbottle & Lewis 2018-Present

Jonathan is a member of STEP