Jeremy Robertson

Jeremy is a Partner in the Private Client team where he has extensive experience of advising both UK and international clients on all aspects of personal taxation, succession planning, and family governance. He works closely with UK entrepreneurs, business owners, executives and their families on capital taxation, corporate and trust structuring, as well as advising on the development and implementation of estate plans for both UK and non-UK resident individuals.

Jeremy is determined to provide clients with clear and concise advice, ensuring that their objectives are achieved in a tax efficient manner.

He has particular expertise in the structuring options and tax implications for purchasing UK property. He regularly advises on UK and offshore tax planning, including the tax treatment of excluded property trusts and trust administration.

Jeremy also focuses on family office work, including supporting existing family offices and working with clients to develop and establish family offices. He also specialises in providing family governance advice to both UK and international clients, notably establishing private trust company structures and working with families to prepare family charters and other governance documents.

Since 2022, Jeremy has co-led the firm’s Community and Charity Committee to drive community and fundraising initiatives.