Biography
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.
Testimonials
"All are excellent technically and are also personable. I have also been a member of the STEP Yorkshire committee with Paula Myers and Andrea Jones and have been impressed by them. I would have no hesitation in referring clients to them." - Legal 500, 2023
"The team provides a personal service, particularly Andrea Jones." - Legal 500, 2023
"Andrea is incredibly professional and responsive to deal with and has a very strong knowledge of all matters regarding private client law, especially more complex trust matters" - Chambers & Partners High Net Worth 2022 (Leading Individual, band 3)
"I have been extremely impressed by how successfully Andrea has grown her team in Leeds” - Chambers & Partners High Net Worth 2022 (Up and Coming)
"Andrea Jones has built an impressive team in a short space of time and the team has worked hard to make itself known and to position itself as a leader in the Private Client field." - Legal 500, 2022
"I have professionally known Andrea Jones for nearly 10 years and would recommend her to any of my clients" - Legal 500 2021
"We would like to thank Andrea for guiding us through writing our wills. Andrea supported us through every step with the utmost professionalism. .. After an initial telephone conversation, we communicated mainly via email, Andrea was always prompt with her replies and the process was smooth and the wills completed in a timely manner… we would highly recommend her to our friends and family." – 5* Trustpilot review
"She has a friendly and helpful approach; all advice given was set out in a helpful, clear way and she was very patient in supporting me as I mulled over the various options available to me. I'm most grateful to her for her assistance and have no hesitation in recommending her." – 5* Trustpilot review
"Andrea Jones has a quiet confident manner, shows great understanding of problems and gives excellent advice." – Legal 500, 2020
"Thank you for drafting our wills in a very professional manner, your explanations were very concise and easy to understand. The clarity of your advice was extremely precise and easy to understand." - David and Jean Farnell, clients
What Inspired You To Get Into Law?
I was interested in law from an early age and took inspiration from my step-grandfather who had studied law as a mature student. I also wanted to join a profession that I felt would give me a sense of pride of being able to help people in some way, so I decided to study law as an undergraduate to see if I enjoyed it and as they say “the rest is history”.
What Is The Most Rewarding Aspect Of Your Role?
I enjoy meeting clients and their families (new and old), getting to know people, identifying areas where I can help, forming a strategy, and putting that into practice.
I like the fact that I still encounter new scenarios after many years of practicing Private Client law. This, combined with the constant changing of the law, continues to challenge my mind.
What Do You Do Away From The Office?
I enjoy spending time with family and have an energetic four year old who keeps me busy. I also enjoy holidays in the sun and keeping fit in a 'fun' way with Zumba or Jump Fit.
I qualified as a solicitor in 2006.
