James Heathcote is a private client specialist, advising high net worth individuals, families and family offices. In particular, he has extensive experience of working with international private clients across a broad spectrum of areas, ranging from residence, domicile and trusts, to inheritance tax, succession planning and cross-border transactions. He also acts for entrepreneurs selling their businesses and is highly experienced in the use of trusts and corporate vehicles for holding wealth for both tax and generational succession reasons.
James works closely with teams within the wider Knox group of companies, enabling clients in the UK, the Crown Dependencies and beyond to benefit from the group’s holistic approach to wealth management. He is also a director of the group’s tax practice, Lancaster Knox, leading the firm’s Private Client Advisory team for wealthy individuals.
Having previously worked for both Deloitte and EY prior to joining the Knox group in 2019, James is well-versed and experienced in both UK and international structuring work. He regularly coordinates projects across multiple jurisdictions, working with other advisors where required to provide a complete solution for clients and professionals alike.
In 2020, James was ranked by Spear’s as a ‘top recommended’ Tax & Trusts Accountant, being noted as ‘outstanding in field’ for his work with international private clients.
“James has an apparently effortless skill in keeping in touch with and offering support to his clients and fellow client team members. If a client has a question, James is tireless in pursuit of an effective, practical and commercial answer. He is a pleasure to work with”
Katherine Bullock | Barrister