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Wilsons

ALEXANDRA HOUSE, ST JOHNS STREET, SALISBURY, SP1 2SB, ENGLAND
Tel:
Work 01722 412412
Fax:
Fax 01722 411500
DX:
58003 SALISBURY 1
Email:
Web:
www.wilsonsllp.com
London, Salisbury

Jonathan Stephens

Tel:
Work 01722 427 744
Email:
Wilsons

Work Department

Tax & Trusts and Agriculture

Position

Jonathan is a partner in our Tax & Trusts team, and has an unusual breadth of experience in strategic planning for clients with private and commercial interests. Jonathan is an expert on structuring for farms and landed estates, particularly in relation to partnerships, trusts and alternative arrangements. On the corporate side, he often advises business owners on succession, options and incentives, and capital tax planning. Jonathan acts as trustee for a number of substantial trusts involved in development land, farming interests and commercial businesses.

Career

Jonathan qualified as a solicitor in 1980. He started his career in the area of private client tax and asset planning, and later moved across to the Corporate & Commercial team.  He was elected as managing partner of Wilsons between 2006 – 2012.

Member

Jonathan is a member of the Association of Partnership Practitioners and the Association of Pensions Lawyers (associate member).


South West: Corporate and commercial

Corporate and commercial: Dorset and South Wiltshire

Within: Corporate and commercial: Dorset and South Wiltshire

Wilsons’ ‘balanced and measured approach’ is characteristic of the corporate partners’ ‘vast experience’, which for some includes years of practice at leading City firms. The team has historical strengths in tax and transaction structuring in the technology and charity sectors and was strengthened in 2017-2018 by a number of additions to the team. Of note, Philip Stephenson joined from Barlow Robbins LLP and was engaged by the main shareholders of CSI Group (with whom he had an extensive business relationship) to advise on the shareholders’ £36m exit transaction with a private equity-backed newco. Acting alongside Stephen Whitmore and Jonathan Stephens, Stephenson also assisted US-based Entrust Datacard on the UK aspects of its acquisition of Trustis. In the charity space, James Johnson acted for The Royal Marines Association in connection with its multimillion-pound merger with the The Royal Marines Charity. Senior corporate consultant Clare Charles joined the team from consultancy Bradbury Sheerin, while former Burges Salmon LLP senior associate Mark Cook joined in 2018.

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