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Howes Percival LLP

FLINT BUILDINGS, 1 BEDDING LANE, NORWICH, NR3 1RG, ENGLAND
Tel:
Work 01603 762103
Fax:
Fax 01603 762104
DX:
5280 NORWICH
Email:
Web:
www.howespercival.com

Jonathan Wortley

Tel:
Work 01603 580002
Email:
Howes Percival LLP

Work Department

Estates

Position

Jonathan has 37 years experience in Wills, trusts and probate, and also property matters. He also has for 30 years specialised in acting for high net worth individuals and non-doms, including offshore tax planning particularly with regard to estate tax and succession planning. He has a network of contacts in other jurisdictions, including France, Italy, Spain and the USA.

Jonathan is a member of the Estates team, and acts for many long-standing high net worth clients.

Career

2016 Howes Percival LLP, Partner

1998-2016 Willcox & Lewis, then WillcoxLewis LLP, Partner

1993-8 Eversheds, Partner

1990-1993 Willcox & Co, Partner

1986-1990 M D Willcox

1977-1986 Overbury Steward & Eaton

Education

1975 Graduated from Cambridge University


East Anglia: Private client

Personal tax, trusts and probate: Norwich

Within: Personal tax, trusts and probate: Norwich

The practice at Howes Percival LLP & Norwich is 'efficient, extremely knowledgeable, client-oriented and excellent at working with other professionals to provide the client with the complete service'. The firm is known for providing high-quality bespoke planning and strategic advice in complex situations to high-net-worth individuals, families and trusts. Specialist agricultural lawyer Catherine Scott leads the estates team and regularly advises farmers and landowners on tax-efficient property structures, estate planning and trust-related matters. One client remarks that head of tax Stuart Maggs and Richard Lovett, who specialises in tax planning for large family trusts, 'have a greater level of technical expertise than their peers in respect of particularly complex or unusual issues'. CIOT-accredited Stuart Maggs is also recommended for advice to high-net-worth individuals on complex technical issues arising from wills, tax planning and estate administration. Another key partner is Jonathan Wortley, who has 37 years' experience in private client and property matters. One complex matter dealt with by the practice in 2017 involved making provision for an estranged child to prevent an Inheritance Act claim involving a multimillion-pound estate.

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