Jo Bateson

An experienced private client advisor, Jo specialises in providing tax advice to wealth creators, families and their family offices, family businesses and onshore and offshore trustees.

Jo advises on all private client tax matters from estate planning through to exit planning including providing support in making decisions for after retirement. She advises multi-generational family businesses to plan for succession as well as both onshore and offshore trustees to help them to keep on top of the ever-changing UK tax landscape, as well as people leaving and arriving in the UK.

Jo has a particular interest in tax policy and has been part of various tax technical committees and think-tanks during her career and uses her insight to help clients to navigate the uncertain tax environment that we currently find ourselves in. This wealth of experience is also extremely valuable in Jo’s passionate support for female-founded businesses. She provides pertinent advice to women throughout their wealth creation journey as getting the right tax advice at the right time is a key part of this journey.

Jo builds long-standing relationships with her clients and provides robust and practical advice. She has a straightforward and transparent approach to dealing with her clients’ affairs getting to know their aims and objectives whilst explaining often extremely complicated tax matters in a way that resonates with them. This bespoke and personal approach is at the crux of everything she does to help her clients in the best way possible.

Jo re-joined Mercer & Hole as a partner in November 2024. This was a very welcome return to the firm as she initially joined as a graduate trainee in 2000, gaining her ATT, CTA and STEP qualifications. Jo went on to gain valuable experience at KPMG in the Family Office & Private Client Team where she rose quickly through the ranks to become one of KPMG’s youngest partners. Along the way she has won many top industry awards including EPrivateClient’s ‘Top 35 under 35’, Management Today’s ‘Top 35 under 35’ and Tax Journal’s ‘Top 40 under 40’.

Jo’s insight and experience is valued highly in the accounting world. She has authored many articles, spoken at conferences, and provided tax commentary for the media. Her skills and knowledge have also led her to become a trustee of Philanthropy Impact whose aim is to increase philanthropy amongst the wealthy. In addition, she sits on the tax technical committee of the British Business Angels Association and is a judge of the PAM Awards.

Outside of work, Jo is married with two children and lives in Rickmansworth. Aside from spending time with her family, she enjoys reading and music.