Work Department

Wills, Tax & Lifetime Planning

Position

Andrew Jones is a solicitor and STEP member with over 25 years’ experience in the private client tax and estate planning field. His areas of specialisation include trusts and trust taxation; inheritance tax planning, especially for entrepreneurs, farmers and clients with high net worth; FATCA; and personal, and estate, income tax and capital gains tax.

He has a particular specialisation in the affairs of clients with overseas aspects to their estates – both for non-domiciled clients with UK assets and for England and Wales-domiciled clients with non-UK assets. This includes working closely with overseas lawyers, ensuring that wills dovetail where more than one is used, and in advising on the EU Succession Regulation.

Andrew is an enthusiastic trainer on private client law, both as the author of e-learning courses and as an engaging speaker.

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