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I am a Partner within the Private Wealth Tax, Trusts & Estates Team in London.
I provide both technical and practical advice on tax and legal issues to the heads of a small number of ultra high net worth families and family offices. The majority of the families I look after are from outside of the UK, but I also act in a similar capacity for a small number of British families.
In each relationship the family head also expects me to identify, manage, coordinate and ultimately deliver the legal, tax and the necessary administration services required by the family from within the business.
Aside from these established client relationships, I am also retained on specific tax-driven projects to provide advice to foreign families with significant wealth looking to move to or invest in the UK. This transactional work almost always involves tax efficient structuring alongside practical and commercial considerations, risk management and issues relating to family governance and succession planning.
I travel to Switzerland and the Channel Islands frequently to meet with clients and family offices. I also remain actively engaged with the UK tax authorities in the formulation of new legislation and previously enjoyed the pleasure of being on the STEP UK technical committee for many years.
PAM, the leading Private Asset Management directory, has consistently recognised me as one of the 50 most influential people operating in the UK private wealth sector.
My father was an entrepreneur in the late 80s and instead wanted me to have a steady job. At the age of 15 I was given the choice of law or medicine. I come from a family of nurses and doctors. I thought I would try the law.
I think of my role as being more than just a lawyer. I solve problems or take problems away from client and the law is just one factor in achieving that. I have to be practical and commercial.
I coach 40 children mini-rugby most Sundays at my local club. I also am a keen yachtsman, whether it is in my daughter’s 10ft dinghy, my race boat or tactician for others on a superyacht. I also enjoy endurance sports, particularly longer distance triathlons and duathlons to keep fit.
Has a "detailed knowledge of international client issues combined with commercial nous and a pragmatic approach to meeting client needs" - Legal 500, 2017
“My team have been working with the Tax, Trusts & Estates Private Wealth Team over the last 3 years. Our focus has been on guiding high net worth families through the assault course of Legal and Tax advisors to compliment the financial planning and investment management services we offer them.
"We have found Richard’s team both knowledgeable and engaging in front of our clients. Their ability to unpack more complex family issues and to ensure that they provide the right advice to all members of a family are key skillsets. When helping the families we work with choose the right team to support them, they are one of our go-to third party providers.” – Michael Weston, Investec Wealth & Investment, 2017
“I have had the pleasure of introducing Richard Jordan to a number of my clients. He is very personable, quickly putting the clients at ease and does not over complicate matters when discussing tax issues with them particularly given their background.
"Richard responds in a timely manner and provides clear and concise advice with easy step plans to follow. I wouldn’t hesitate in recommending Richard to others.” - Duncan Taylor, Ahli United Bank PLC, 2017
“We’re delighted to have Kate on the team. We’ve been working hard to make sure we’re one of the top international teams in the country and Kate will help us to achieve that vision.
“The recruitment of talent like Kate is critical to the continued growth of London Private Wealth as a centre of excellence and expertise. We are delighted Kate has decided to join us at this exciting time for the business.”
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