Jeremy Curtis

His clients tend to be UK based but frequently have assets or family members abroad or with non-UK citizenship residence or domicile.

His practice covers the full gamut of Private Client work, whether that is lifetime estate planning or administering estates on death. He advises trustees, and Executors, and acts as both.  And is increasingly in demand as a trusted adviser to families in the round.

Jeremy advises high-net-worth individuals and families, executors, and trustees on:

Tax, Trust & Estate Planning: Structuring wealth to minimize tax and safeguard assets.

Complex and high value estate administration:  Helping executors and beneficiaries navigate the difficulties presented by poorly drawn wills, complicated assets, overseas succession rules, or difficult beneficiaries and family members.

Trusteeship and stewardship: Preserving and passing on family wealth in a smooth and timely way, to ensure continued enjoyment by future generations.

Jeremy seeks always to understand his clients’ motivations and values and those of the wider family. This helps avoid solutions which may later give rise to resentment or conflict, and to resolve situations where it is already present. This experience combined with deep technical expertise, and a natural empathy and discretion enable him to provide advice which is not just technically sound, but uniquely suited and appropriate to each family’s individual requirements.