Jonathan Shankland

Practice Areas

Jonathan heads the international Private Wealth offering within the firm and advises on all aspects of private wealth structuring and planning across multiple jurisdictions focusing on personal and corporate estate & trust structuring, succession and tax planning and the coordination and compliance for large cross-border families, family offices and fiduciaries.

Jonathan’s client base ranges from UK high and ultra-high net worth clients, international families, large offshore fiduciary service providers, wealth planning institutions, accountancy firms, private banks and international law firms.

Jonathan has a wide and complex client base and

counts amongst his clients: royalty, large international fiduciary service providers, prominent families, large international law firms and some of the world’s leading business figures and entrepreneurs.

Jonathan work includes specialisms include:

International Tax and Estate Planning

International Succession Planning

Personal and Trust Tax planning

Complex Will planning

Swiss/UK/Worldwide Tax Co-op Agreements

Double Tax Treaties

Worldwide Disclosure Facility & HMRC Tax Investigations

Trusts

Business Affairs

Corporate Estate Planning

High Net Worth Tax Planning, Wills and Probate

Court of Protection

Cross-Border Estate and Tax Planning

International Tax Disputes

Residence and Domicile (inbound and outbound re: the UK)

Estate Administration and Probate

Annual Tax on Enveloped Dwellings (ATED)

Non-Resident CGT

Taxation of Offshore Structures and UK Tax Resident Connected Parties

HMRC Anti-Avoidance Provisions/Attribution Rules/Transfer of Assets Abroad Rules/Temporary Non-Residence Rules Etc.

Career

Jonathan has been recognised for his leading role in the private client/private wealth world:

EPrivateClient’s ‘Top 35 Under 35′ 2016

Runner Up City Wealth Leaders’ List lawyer of the year 2019

Private Wealth Top 100 Private Wealth Professionals 2021 – City Wealth

City Wealth Leaders List 2017-to date

Leading Individual since 2016 in the Legal 500 Directory

Leading Individual since 2017 in Chambers HNW Guide

Jonathan presents widely on the topic private wealth and international private wealth including for LexisNexis, MBL Webinars and is a leading panel speaking at many international tax conferences for Informa. Jonathan contributes to the Tax Journal, Lexis Nexis, the law and estates tax journal and the Law society Gazette.

Professional Memberships

Jonathan is a member of STEP, the Society of Trust and Estate Practitioners

The STEP International Tax and International Private Client special

interest groups.