Andrea Jones
High Net Worth Guide 2023
Band 3 : Private Wealth Law
Band 3
About
Provided by Andrea Jones
Practice Areas
I head up the Tax, Trusts and Estates team in the firm’s Leeds office and also manage Tax, Trusts and Estates enquiries for our Manchester and Newcastle offices. My role involves advising high net worth individuals and their families on all aspects of succession, tax, and asset protection planning. This includes advice on:
- Wills
- Inheritance Tax
- Capital Gains Tax
- Administration of Estates
- Trusts
- Probate
- Powers of Attorney
- Court of Protection matters
I work closely with my clients and get to know them so that I fully understand their requirements. I advise on the most practical and effective way to protect and preserve the wealth that they have created for the benefit of their families or other chosen beneficiaries. This can involve minimizing the effects of inheritance tax, possible divorces, financially irresponsible heirs, and family disputes. I also assist clients who are beginning to lose the capacity to deal with their affairs themselves, ensuring that their families or trusted advisors can help. I work closely with my colleagues in other legal areas and also with other professionals, such as financial advisers, accountants and wealth managers, to achieve my client’s goals.