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.
England - London • Private client
Harbottle & Lewis LLP
Harbottle & Lewis LLP has ‘technically excellent and highly collaborative’ lawyers who work ’hand in hand with trustees to solve problems’. Clients include wealthy families, private individuals and their family offices as well as multinational companies, start-up businesses, established industry leaders and household names. In addition to advising on the preservation and structuring of private wealth, it works closely with its reputation protection team. Jonathan Burt and Chris Moorcroft co-head the department. Alasdair Wilson is another notable member of the team.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘Having the right person to support trustees in managing highly complex trusts matters to conclusion is a art and Jonathan has an exceptional talent. He is able to assess relevant matters, find solutions and support in effective communication to stakeholders. Jonathan adds value'.
‘They have particular strengths in US/UK cross border work and in work for Middle Eastern clients. They also have a particular niche in handling difficult, knotty issues (which they tackle head on) which are at a pre-dispute stage and in dispute solutions'.
‘Jonathan Burt is exceptionally bright and thorough. In keeping with her name, Siena Gold is sparklingly bright, quick, knowledgeable, commercial, practical, strategic and delightful with it. She has impeccable judgement'.
'Chris Moorcroft is understated, quietly sharp and incisive. Morag Ofili is a fiesty and robust litigator. Others of particular note include Zoë Camp, Alexa Collis, Marianne Kafena and Gary Ashford,’
‘Siena Gold and Morag Ofili are superb.’
‘The team is very thorough and knowledgeable, on a par with the best. Chris Moorcroft is very collaborative and helpful, and in a proactive way. I have found him very good on ESG principles for trustees.’
‘Solid team with strong leadership (Jonathan Burt) and several up-and-coming leaders in the field (Alasdair Wilson and others).’
‘Generally, an easy to work with firm. High quality without an over the top approach. Both Jonathan Burt and Alasdair Wilson are very strong as is Caroline Rao and others on the team.’
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Hall of Fame
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Practice head
The lawyer(s) leading their teams.
Jonathan Burt, Chris Moorcroft