Jo Bateson


KPMG in the UK

Jo has been a Partner since 2014. She specialises in providing tax advice to wealthy individuals and their business and has over 14 years’ experience. Jo’s clients are varied from former prime ministers to motor racing enthusiasts. Jo leads KPMG’s national Private Wealth Tax services which is the provision of private client tax advice to wealth managers including tax reporting, opinions on structured products and training. Jo’s clients include family offices, landed estates, entrepreneurs, ultra-high net worth individuals and non-doms. Jo was listed as one of the ‘Top 35 under 35 Private Client Practitioners’ for 2009, 2010 and 2011, one of the few to be listed in every year since the award was established. She was also shortlisted in Management Today’s 35 under 35 ones to watch which was published in the Sunday Times in 2012. Jo was shortlisted in the prestigious Tax Journal ‘Top 40 under 40’ in 2015 as well as being awarded Gold in the City Wealth Power Woman Awards 2015.

  • Tax Transformation