loading icon

Jonathan Dickson, Partner

Wollens are delighted to announce a significant addition to our highly regarded Private Client team with the recent appointment of Jonathan Dickson who joins the team as a partner. With his extensive qualifications and experience, Jonathan brings a wealth of knowledge in the areas of taxation, estate planning, and wealth preservation, further enhancing Wollens’ ability to provide comprehensive legal services to wealthy individuals and their families.

 

Katrina Vallentine 31

A career in private client law

Having qualified as a solicitor in 2007, Jonathan Dickson has dedicated his career to assisting high-net-worth individuals and families to navigate complex legal matters related to wealth management and succession planning. His expertise lies in helping landowners and entrepreneurs effectively transfer their wealth to future generations in the most tax-efficient manner. 

As a member of the Society of Trust and Estate Practitioners (STEP), the Association of Taxation Technicians (ATT), and the Chartered Institute of Taxation (CIOT), Jonathan’s credentials reflect his commitment to excellence in the field of private client law. His in-depth understanding of tax mitigation strategies and his ability to draft legally sound documents such as wills, trusts, and lasting powers of attorney makes him a trusted advisor to his clients.

Collaborative Approach

Jonathan firmly believes in the power of collective advice. Recognising that private client matters often require a multidisciplinary approach, he works closely with accountants, wealth managers, and the firm’s company and commercial team to ensure that his clients receive the best possible outcomes.

By fostering strong relationships and maintaining open lines of communication with other professionals involved in a client’s financial affairs, Jonathan ensures that the legal advice provided is cohesive and aligned with their broader wealth management strategies. This collaborative approach allows for a comprehensive and tailored solution that addresses both immediate concerns and long-term goals

 

Katrina Vollentine, Partner and Head of Wollens’ Private Client department said, “Jonathan’s appointment is a testament to the firm’s ongoing commitment to providing exceptional legal services in the private client sphere.

“His extensive knowledge and experience in tax planning, estate administration, and wealth preservation adds to the firm’s ability to serve its high-net-worth clients effectively.”

see Jonathan’s profile HERE

Contact Jonathan: [email protected] 

Call 01803 396644

 

 

Katrina Vallentine 31

Katrina Vollentine, Partner and Head of Private Client