Jeffrey Lee Associate

Contact Information

+44 20 3321 6570

Personal Profile

Jeffrey is an Associate within the Tax and Wealth Planning group of Mishcon Private.  He advises clients, particularly high net worth individuals, families and trustees both in the UK and abroad, on UK and international taxation, trusts and estate planning.  He speaks Mandarin and Cantonese, and has a focus on clients from the Far East.

Jeffrey was the head of business development at Barclays Wealth Advisory where he was responsible for the global new business strategy at the fiduciary arm of the private bank, before joining the private client department of US law firm Kaye Scholer.  He trained at Withers LLP in London.

He was named in eprivateclient's list of Top 35 private client practitioners under 35 in 2012, 2013 and 2014, where it was said of Jeffrey that: "His experience working at both law firms and at a trust company gives him a unique ability to understand the practical side of issues as well, not just the legal aspects."  He was also described as having an ability to "think outside the box", and as possessing several qualities that make him an "excellent lawyer…who thrives on the technical details".

Key Experience

  • Advising a non-UK domiciled family previously resident in the UK on various aspects of pre-immigration planning before returning to the UK, including the UK Statutory Residence Test, remittance and inheritance tax planning
  • Reviewing the existing wealth holding structure for an Asian family, and managing the design of a Private Trust Company
  • Advising a Middle Eastern client on the setting up of asset protection structures
  • Advising a US trustee on the tax implications of distributions to UK beneficiaries
  • Advising clients from the Far East on structuring options to invest in UK residential property
  • Advising clients on Double Tax Treaties, including the UK/ US treaty

Career History

Associate, Mishcon de Reya LLP
Senior Associate, Kaye Scholer
Head of Business Development, Barclays Wealth Advisory
Solicitor, Withers
Nottingham Law School, LPC
University of Nottingham, LLM International Commercial Law
University of Nottingham, LLB Law