Jeremy Robertson and Charlotte Evans-Tipping named ePrivateclient’s NextGen Leaders 2023
Private Client Partners, Jeremy Robertson and Charlotte Evans-Tipping have both been recognised as ePrivateclient’s NextGen Leaders 2023, the definitive annual list of leading young private client practitioners in the UK and UK Crown Dependencies.
The rankings were open to nominees from within the private client advisory professions. Those listed were recognised for their individual qualities and achievements. Other factors taken into account included the reputation or performance of the company that the nominee works for, feedback from peers, as well as any volunteering outside of work, or mentoring and advocacy within the industry.
Jeremy was promoted to partner in Forsters’ private client team in April 2021. Jeremy has extensive experience of advising both UK domestic and international clients on all aspects of personal taxation, corporate and trust structuring, estate planning and family governance. He works closely with UK entrepreneurs, business owners, executives and their families on capital taxation and succession planning. His areas of expertise include the development and implementation of estate plans for both UK and non-UK resident individuals, tax planning, advising on the structuring options for acquiring UK property, creating and advising on the tax treatment of 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 is also experienced in advising on the creation and on-going management of family investment, and other succession planning structures. Aside from his legal work, Jeremy co-heads Forsters’ charities and community group.
Charlotte was promoted to partner in the private client team at Forsters in April 2023. She advises high net worth individuals, families, trustees, beneficiaries, family offices and private banks on family governance and succession planning, trust law and personal taxation. She is particularly interested in family governance and structuring work, which involves working closely with founders and business families to understand their ethos and long-term objectives. Charlotte devises bespoke structures (using trusts, foundations, family constitutions etc.) to achieve their succession aims. Many of her clients are from the Middle East, but this work is transferable to onshore clients. She is a member of the firm’s pro-bono committee and assists with the firm’s pro-bono clinic partnership programme.
The full rankings are available to view online, click here for part one and here for part two.
This annual listing supersedes the ePrivateclient UK and UK Crown Dependencies Top 35 Under 35, which launched in 2009.