Harbottle & Lewis LLP

Private Client and Tax

Zoë is a private client lawyer with more than 20 years’ experience. She advises on wealth and succession planning and provides UK tax and trust advice to families based both within and outside of the UK.

She has particular expertise in dealing with business owning families and those with UK/US connections. Her approach to wealth and succession planning is to provide a solution that is not only efficient but is workable when taking into account the personalities, resources and skills of the family members and advisors who will be instrumental in running the family enterprises going forward.

Zoë is a trust expert and also advises on the use of companies and partnerships as alternative family wealth and business holding structures. For many of her client families, philanthropy and responsible business practices are an integral part of their planning and in response to this demand, she has been developing the knowledge and contact base to help families with their philanthropic and social goals.

Zoë was a founding partner of New Quadrant Partners where she established a leading UK/US team and talent offering which moved to Harbottle & Lewis as part of New Quadrant’s restructure in 2020.

Law Society and STEP