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Jo Bateson

Professional experience

Jo lead’s KPMG’s Family Office & Private Client team in London where she has been a partner for over 9 years. She advises entrepreneurs, family businesses, family offices, business angels and trustees – both onshore and offshore. Her clients value her direct approach and clear robust advice particularly on the future of tax. Jo has a particular focus on female founded businesses and the retail sector.

Industry experience

Jo sits on KPMG’s Tax Policy Board and contributes to the wider debate on the future of tax through various technical committees, including the Legal, Tax & Regulatory Committee of the UK British Angels Association and the tax technical committee of the Institute of Family Business.

Jo also leads KPMG’s philanthropy services and is a board member of Philanthropy Impact.

Recent Publications

(2) Striking the balance – what to expect in the March 2023 Budget for individuals | LinkedIn

(2) No tax rises but more tax to pay for individuals | LinkedIn

(2) What next for capital taxes? | LinkedIn

(2) Is the clock ticking on BPR? | LinkedIn

(2) Should the UK have a wealth tax? | LinkedIn