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Band 2
About
Provided by Jonathan Burt
Practice Areas
Jonathan Burt has spent over 30 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.
Jonathan is often sought out by clients and intermediaries for some of the most complex and difficult cross border trust and tax issues. He has built a leading reputation for working out the solution to complex cross-border legal conundra.
Career
Baker Mackenzie 2001-2007 (Partner 2004)
Managing Director, Wealth Advisory, Barclays 2008-2012
Partner, Harcus Sinclair 2012-2018
Partner, Harbottle & Lewis 2018 – Present
Professional Memberships
Jonathan is a member of STEP.
Chambers Review
High Net Worth
Jonathan Burt is experienced in cross-border and international matters relating to estate, tax and succession planning.
Jonathan Burt assists family offices with tax matters and structuring issues.
Strengths
Provided by Chambers
"Jonathan is very committed and knowledgeable."
"Jonathan is staggeringly bright. He knows exactly what he's talking about. He's fiercely bright and a really good asset to have on board."
"He has a brain the size of a planet."
"Jonathan Burt is a bit of a genius. He is very determined to get to the answer, leaves no stone unturned and comes up with innovative solutions."
"Jonathan is compassionate, dedicated, and has a good sense of humour."
"Jonathan has a way of resolving complex problems and is driven to find solutions. He helps articulate things with clients and ensures we do so in a very positive way. He is good at hand-holding."
"Jonathan is very committed and knowledgeable."
"Jonathan is staggeringly bright. He knows exactly what he's talking about. He's fiercely bright and a really good asset to have on board."
"He has a brain the size of a planet."
"Jonathan Burt is a bit of a genius. He is very determined to get to the answer, leaves no stone unturned and comes up with innovative solutions."
"Jonathan is compassionate, dedicated, and has a good sense of humour."
"Jonathan has a way of resolving complex problems and is driven to find solutions. He helps articulate things with clients and ensures we do so in a very positive way. He is good at hand-holding."