Jo Bateson

Partner, Family Office and Private Client

KPMG in the UK

Jo is a partner in KPMG’s Family Office & Private Client team leading the London team. She specialises in providing tax advice to entrepreneurs, UHNW families and their family offices and both onshore and offshore trusts. Jo leads KPMG’s philanthropy service helping clients to establish, implement and measure their philanthropic strategy. She has been a partner for over 6 years and has over 21 years private client experience. Jo’s clients include family offices, ultra high net worth individuals and non-doms who are typically entrepreneurial. She has a particular focus on philanthropy and the financial services sector. She works with her clients to help them structure their affairs according to their key priorities – these range from estate planning, asset protection, debt raising, tax mitigation and pre-transaction planning – and provides robust and practical advice. Jo was listed as one of the ‘Top 35 under 35 Private Client Practitioners’ for 2009, 2010 and 2011. She was listed in Management Today’s ‘35 Under 35’ Women in Business published in The Sunday Times in July 2012 Jo received two prizes in City Wealth’s Power Women Awards 2015 in bronze award for ‘Woman of the Year – Leadership’ and gold award for ‘Woman of the Year – Business Growth’ categories. She was listed in Tax Journal’s ‘Top 40 under 40’ in 2016. Jo received a prize in City Wealth’s Power Women Awards 2017 for Mentorship

Areas of Expertise

Personal Tax     Private Client Tax

  • Enterprise
  • Tax
  • Tax Services to Individuals