Jonathan Shankland

Practice Areas

I am an International Tax, Trusts and Estates Lawyer with specialist knowledge in all areas of Private Wealth estate and tax planning and specifically International estate planning, global asset structuring, cross-border tax planning, domicile longer term residency and tax residency planning issues and dealing with HMRC investigations and Tax disputes. I aim to provide expert knowledge and client focused advice at the same time as priding myself in the personal and timely service that my team offers to clients. I look to combine a pragmatic approach to estate planning, whether my clients are looking to mitigate or plan for a tax liabilitiy, deal with a new or historic trust matter, administer a large complex international estate across jurisdictions or to ensure the efficient and secure passage of their family wealth through generations.

My team is ranked as market leading in both Chambers & Partners HNW and the Legal 500, as well as being one of ePrivateclients ‘top law firms’. I am ranked as a Leading Lawyer in both Chambers and the Legal500 and feature in the CityWealth Leaders List. In 2024 I was included in the Legal 500 ' Hall of Fame' recognised as at the top of the profession consistantly over many years. I also appeared in the 2021 list of Top 100 Private Client Lawyers and I am recognised in the Spears 500 list of top global private wealth advisors.

Within our International Private Wealth Team we have dedicated South East Asia and Middle East Desks. We have specific expertise in UK/France and UK/US Succession and Tax planning.

Experience

- International Tax and Estate Planning

- International Succession Planning

- Personal and Trust Tax planning

- Complex Will planning

- Complex Real Estate Tax Issues and SDLT

- Swiss/UK/Worldwide Tax Agreements

- UK/US Tax & Succession

- Double Tax Treaties

- Worldwide Disclosure Facility

- Corporate Estate Planning

- High Net Worth Tax Planning, Wills & Probate

- Register of Overseas Entities

- Corporate & Trust Tax Compliance: TRS, CRS, FATCA, ROE

- Court of Protection

- Cross-Border Estate and Tax Planning

- International Tax Disputes

- Tax Residence, Long Term Residence and Domicile planning

- HMRC Tax Investigations: Domicile, Residency and voluntary disclosure

- Estate Administration and Probate

- Annual Tax on Enveloped Dwellings (ATED)

- Non-Resident CGT

- HMRC Anti-Avoidance Rules Offshore Income/Gains

- EU Succession Regulation

- Forced Heirship & Succession in Civil Code, Sharia law jurisdictions

- Offshore estate planning structures

- Trusts

- Business Asset Succession