Suzanna Harvey > Burges Salmon LLP > Bristol, England > Lawyer Profile

Burges Salmon LLP
ONE GLASS WHARF
BRISTOL
BS2 0ZX
England

Living Wage

Suzanna Harvey photo

Work Department

Tax, Trusts and Family; Private Wealth

Position

Head of the Private Wealth Sector and partner in international tax and trust unit of Private Client Services department. Specialises in international tax and estate planning for UK and non-UK clients. Advises non-UK domiciliaries on the income tax, capital gains tax and inheritance tax implications of UK residence, and about international estate planning. Provides UK tax advice to financial institutions, for example advising on the UK tax implications of their products. In addition, provides trust advice to numerous international trust companies and individuals, including drafting trust documentation, advising on general trust law issues and advising on policy documentation.

Career

Trained Macfarlanes; qualified 2003; joined Burges Salmon 2006; partner Burges Salmon 2013.

Education

Attended Pate’s Grammar School, Cheltenham; Newnham, Cambridge University (2000, Law, first class); Nottingham Law School at Nottingham Trent University (2001, distinction).

Leisure

Swimming and travel.

Lawyer Rankings

South West > Private client > Personal tax, trusts and probate

Burges Salmon LLP‘s Bristol team is active nationally and internationally, advising high-net-worth individuals and families, as well as trustees, on matters ranging from tax structuring and exemptions to trust terminations and restructurings. Cross-border estate planning and trust structuring represent key areas of work for Suzanna Harvey, who co-heads the team alongside Jim Aveline, an expert on landed estate matters. Former practice head John Barnett has longstanding experience working with entrepreneurial clients, and Catherine De Maid regularly advises on cross-border tax planning matters with philanthropy aspects. Emma Heelis-Adams advises UK non-domiciled clients on succession planning, and Tim Williams advises on land development taxation issues.

London > Private client > Personal tax, trusts and probate

(Leading partners)

Suzanna Harvey – Burges Salmon LLP

The ‘extremely knowledgeable, proactive and approachable’ team at Burges Salmon LLP is recognised for its skill at advising high-net-worth individuals and their families on global wealth-related mandates. Jim Aveline leads its family business team and he has a particular focus on family businesses, succession issues, and structures for holding wealth through trusts, companies, or partnerships. Suzanna Harvey became the head of its private wealth sector in February 2023. Another important member of the ‘technically excellent’ team is John Barnett, who is both a solicitor and a chartered tax adviser.