Our People

James Heathcote, Director - Private Client Advisory

Partner, Private Client Advisory

James is a private client tax specialist, advising high net worth individuals, families, trustees and family offices. In particular, he has extensive experience of working with international private clients across a broad spectrum of areas, ranging from residence, domicile and trusts, to inheritance tax, succession planning and cross-border transactions.

Having worked for both Deloitte and Ernst & Young before joining Lancaster Knox in 2019, James has advised some of the largest, most influential and most recognisable names in the private client world. In his role as Director of Private Client Advisory, James also works closely with teams within the wider Knox group of companies, enabling clients in the UK, the Crown Dependencies and beyond to benefit from the group’s holistic approach to wealth management.

James is a member of the Association of Tax Technicians, the Chartered Institute of Taxation (for which he is also a Branch Chair and a member of the national Branches Sub-Committee) and the Family Firm Institute (FFI). He also holds a BA in Languages & Linguistics from the University of York, and has worked in Beijing, Shanghai and Chicago.

James has written for numerous publications, including eprivateclient and the North East Times.  He is a regular presenter to members of the Chartered Institute of Taxation and other professional bodies and is also a founder member of the Yorkshire Private Client Breakfast Club.


Spear's 500 - James Heathcote


Amit Puri - Tax Director

Amit Puri

Managing Director, Tax Investigations & Disputes
James Heathcote, Director - Private Client Advisory

James Heathcote

Partner, Private Client Advisory

Sagar Jain

Assistant Tax Manager