Company
Position
Partner
Index
Accountants & Tax Advisers
Location
London
Advice type
Succession planning
Tax planning
Tax structuring
Wealth structuring
Client type
Entrepreneurs
HNW
Private clients
Sector Focus
Accounting
Yvette Jacobs-Lee
Spear’s Review
Yvette Jacobs-Lee is a specialist tax partner at Moore Kingston Smith, providing tax-efficient solutions to private clients, high-net-worth individuals and entrepreneurs.
With over 20 years of experience in the field, Jacobs-Lee is well accustomed to handling a broad variety of tax issues with added offshore or onshore complexities. She also specialises in succession planning, asset structuring with the objective of preserving wealth for future generations to enjoy, creating asset-holding structures and advising on tax residence and domicile issues. ‘That’s what I really like: the dynamic of having different pots of money and how best to plan,’ she tells Spear’s.
‘In terms of tax advice, what people appreciate is that I can talk about both the corporate and personal (elements). Being a mixed practitioner, I can cover both sides,’ she says, adding that a broad view is becoming rarer in quality firms.
Rank: Recommended
Recommended 2025, Accountants & Tax Advisers