Gerald Montagu
Partner
Gerald has a broad international tax practice, spanning advisory, contentious and transactional tax advice, for both companies and individuals.
Partner
Gerald has a broad international tax practice, spanning advisory, contentious and transactional tax advice, for both companies and individuals.
Language - English
Jurisdiction - England & Wales
Gerald has particular experience in relation to financing transactions (including asset and trade finance and securitisation), funds (private equity and credit funds), financial institutions (banks and insurance companies), real estate, and projects/infrastructure. He also advises private clients and family offices.
Since 2009 Gerald has been general editor of the leading work "Norfolk and Montagu on the Taxation of Debt Finance", published online by Bloomsbury Professional (Bloomsbury). He was named as a Global Elite Thought Leader by Lexology in the 2025 edition of Thought Leaders Tax.
Personal Tax
Advising over many years in relation to the largest privately held portfolio in an area of North London.
Finance
Europcar - tax advice in relation to the establishment of a hire purchase based securitisation programme in the UK and advice in relation to an EU securitisation programme.
Projects and Infrastructure
Delta Offshore Energy - multi-jurisdictional tax advice in relation to a proposed $4 billion 3,200 megawatt gas fired power plant in Vietnam.
Marine and International Trade
The World (formerly The World of ResidenSea) - general tax and structuring advice.
Contentious Tax
EIS scheme - successful settlement of enquiry by HM Revenue and Customs.
Energy and Natural Resources
Delta Offshore Energy - multi-jurisdictional tax advice in relation to a proposed $4 billion 3,200 megawatt gas fired power plant in Vietnam.
Funds and Financial Services
Rothschilds Investment Management and Tikehau in relation to various credit funds.
Hotels and Leisure
Hard Rock Group - tax advice in relation to its events, hotels and restaurants.
