Jo Summers

Private Wealth

• Personal tax

• Estate planning

• Charities

• Offshore trusts

• Offshore pensions

• Sharia Wills

• Wills

• Deeds of Variation/Family Arrangement

• Probate

• Trusts UK

• Trusts International

• Trust deeds

• Domicile, residence and remittance basis issues

• International estate planning

• Wealth structuring

• Income tax

• CGT

• IHT

• Powers of Attorney

Jo Summers is a Partner Head of the Private Wealth & Tax team at Jurit LLP.

She advises high-net-worth individuals, families, trustees, entrepreneurs and business owners on complex UK and international private wealth matters, combining technical tax expertise with practical succession planning.

Her practice spans inheritance tax planning, personal taxation, estate planning, probate, trusts, wills, philanthropy, offshore wealth structures and cross-border succession. She has particular expertise in advising internationally mobile individuals, families with assets across multiple jurisdictions, offshore trustees and clients with Middle Eastern connections requiring Sharia-compliant succession planning.

Jo is recognised for her expertise in offshore trusts and pensions, including QROPS, QNUPS, employee benefit trusts and employer-financed retirement benefit schemes, together with complex domicile, residence and remittance issues.

She regularly assists executors and trustees with the administration of high-value and internationally complex estates, providing strategic advice where tax, succession and multiple legal systems intersect.

Jo qualified as a solicitor in 1995 and has specialised exclusively in private client law and personal taxation throughout her career.

She founded specialist private client practice PWT Advice LLP, building a nationally recognised boutique practice focused on high-value domestic and international private wealth matters. In 2021, PWT Advice merged with Jurit LLP, where Jo became a Partner and now leads the firm's growing Private Wealth & Tax practice.

Over more than 30 years in practice, she has established a reputation for advising clients whose affairs involve significant international elements, complex tax considerations and sophisticated succession planning. Her client base includes entrepreneurs, landed families, international professionals, trustees, charities and family offices.

She also works closely with accountants, financial advisers, trust companies and other law firms, providing specialist technical advice on a referral basis.

• Full member (TEP), Society of Trust and Estate Practitioners (STEP)

• STEP UK Practice Committee

• Association of Contentious Trust and Probate Specialists (ACTAPS)

• The Society of Authors

• Former member, Law Society Wills and Equity Committee

Jo has also contributed to consultations and policy work affecting the development of private client law and probate practice through her committee roles.

Jo is a published author and recognised authority on international succession and private wealth law.

Her publications include:

• Islamic Wills, Trusts and Estates: Planning for this World and the Next

• A UK Handbook for Offshore Trustees (Euromoney Books)

• The Law Society Guide to International Estates

• Numerous articles on inheritance tax, probate, offshore trusts, international succession, domicile, estate planning and digital assets in professional journals and legal publications.

She is widely regarded as one of the UK's leading specialists in Sharia succession law and regularly lectures both nationally and internationally on private client and tax matters.

Jo is a regular commentator in the national press on developments affecting private wealth, inheritance tax and probate. She is frequently quoted in national newspapers including The Times and Financial Times and Daily Telegraph and regularly appears on BBC Radio 4 programmes including Money Box and You and Yours discussing developments in probate, inheritance tax and estate planning.

Outside legal practice, Jo is also a published crime novelist, co-authoring the DI Ambrose Mysteries series under the pen name PJ Quinn.

Jo advises on a broad range of complex private wealth matters, including:

• International estate planning for high-net-worth families with assets and beneficiaries across multiple jurisdictions.

• Advising internationally mobile individuals on domicile, residence and UK tax planning before and after relocation.

• Structuring and advising on offshore trusts, pensions and wealth holding structures.

• Preparing succession plans for entrepreneurs and family business owners.

• Advising executors and trustees on high-value estates involving international assets and tax considerations.

• Advising charities and philanthropists on charitable structures and legacy planning.

• Advising families requiring succession planning compliant with both English and Sharia law.

• Providing specialist technical advice to professional advisers on complex inheritance tax or trust matters, and international matrimonial cases (such as domicile reports and international pensions).

Jo has over 30 years' experience advising private clients on sophisticated wealth and succession planning.

She is particularly recognised for matters involving:

• cross-border estates;

• domicile and residence;

• offshore trusts;

• international pensions;

• inheritance tax mitigation;

• complex probate;

• Sharia succession planning; and

• wealth preservation across generations.

Beyond client work, Jo is recognised as an influential voice within the profession.

In 2024, she gave oral evidence before the House of Commons Justice Committee as part of its inquiry into delays within the probate system, drawing on her extensive experience advising executors and bereaved families. Her evidence contributed to wider policy discussions on reforming the probate service and was widely reported in the legal and national media.

She continues to comment publicly on significant developments affecting inheritance tax, probate reform, international succession and private wealth planning through national media, professional publications and industry conferences.

University of Warwick

European Law LLB

University of Lille

Diploma of French law

University of Greenwich

Masters in Trusts Law

Private Wealth Law Firm of the Year in The United Kingdom

Lawyer Network Annual Award

2026

Private Client Law Firm of the Year - UK

SME500 UK

2026

Private Client Law Firm of the Year - UK

The Strategist

2026

Private Client Law Firm of the Year - UK

Lawyer International - Legal 100

2026

Private Wealth Law Firm of the Year in The United Kingdom – 2026

Corporate INTL Global Award

2026

Jo advises clients across a broad range of sectors, including:

• Entrepreneurs and business owners

• Family offices

• International families

• Trustees and trust companies

• Charities and philanthropic organisations

• Professional advisers, including accountants, independent financial advisers and law firms

• International professionals relocating to or from the UK

• England & Wales

• International estate planning

• Cross-border succession

• Offshore trusts and pensions

• International wealth structuring