Lancaster Knox

LANCASTER KNOX is a specialist tax advisory practice for UHNW individuals, trustees and family offices. In only a short space of time, this dynamic business has established itself as a leader in private client advisory services for its HNW clients. A boutique-style service, Lancaster Knox offers international scope with a personal focus and the highest levels of discretion.

The team is led by former Big Four talent James Heathcote, previously of Deloitte and EY. Heathcote is widely recognised by industry peers as a go-to adviser for non-domiciled clients, and is a regular presenter to the Chartered Institute of Taxation. Fellow director Arthur Lancaster is a leading professional in the private client world, particularly with establishing and advising single and multi-family offices. He also previously headed up the tax team for EY in the Isle of Man. Between them, they act for a broad spectrum of private clients, from landed estates and inherited wealth to high profile entrepreneurs.

The firm is part of the wider Knox group of companies, an independent group of businesses offering fiduciary, asset management, financial and family office services to a diverse client base. This collective strength offers their clients a ‘uniquely dynamic offering’.

Lancaster Knox focuses on the provision of expert advice to both clients and their wider circle of advisers. Whether integrating into a client’s existing team or taking the lead role, the firm prides itself on a highly collaborative approach. Lancaster Knox stands apart in terms of its capabilities, combined team experience and client focus.

‘Clients should never be seen as just another number,’ says Heathcote. ‘Unless you take the time to get to know your clients inside-out, and earn their respect, an adviser can never hope to become a trusted and integral member of their inner circle.’

After a highly successful year, the Lancaster Knox team is actively growing, with ambitious plans for the future. ‘But growth will never come at the expense of our reputation for providing the highest level of client service, which we are exceptionally proud of,’ adds Arthur Lancaster.

FOCUS

International private clients; UHNW individuals; Family offices

lancasterknox.com