Jeremy Robertson > Forsters LLP > London, England > Lawyer Profile

Jeremy Robertson

+44 207 863 8527 [email protected] View profile View profile

Work Department

Private Client

Position

Partner

Career

Jeremy has extensive experience of advising both UK domestic and international clients on all aspects of personal taxation, corporate and trust structuring, and family governance.

He works closely with UK entrepreneurs, business owners, executives and their families on capital taxation and succession planning.

Jeremy has particular expertise in advising individuals on the different structuring options available when purchasing UK residential and commercial property and their tax implications.

His areas of expertise also include UK and offshore tax planning (including advising on issues of domicile and the application of the UK statutory residence rules), creating and advising on the tax treatment of excluded property trusts and trust administration.

Jeremy’s practice includes family office work (both in terms of supporting existing family offices and working with clients to develop and build family offices). He also specialises in providing family governance advice to both UK and international clients, which includes putting in place private trust company structures and working with families to prepare family charters and other governance documents.

Jeremy advises on the development and implementation of estate plans for both UK and non-UK resident individuals.

His approach is to provide clients with clear and concise advice and to ensure that their objectives are achieved in a tax efficient manner.

Jeremy is a recommended lawyer in the 2023 edition of The Legal 500.

He trained at Forsters and qualified in September 2013 and became a Partner in April 2021. Prior to joining Forsters, Jeremy spent a number of years working for a charity based in Scotland.

Memberships

The Law Society

STEP