Get in Touch Menu
Susie Jones

Susie Clay FCILEx

Associate, chartered legal executive

I am an experienced chartered legal executive in our Legal 500-rated wills, trusts and probate team.

Born and raised in Gloucestershire, I have over nine years’ experience in this area of law. I predominantly advise on the creation and administration of trusts, but I also help clients with a wide range of matters including wills, powers of attorney, estate administration and tax planning.

T 01242 541567 E

Key skills

  • Advising on the preparation of wills, including the advantages and disadvantages of incorporating trusts, if relevant to your circumstances
  • Advising on the administration of estates, from fairly straightforward cases, to high value, taxable, estates
  • Creation of Lasting Powers of Attorney
  • Creation and administration of trusts
  • All aspects of elderly client work, including planning for the payment of future care fees
  • Advising individuals on their duties as attorneys and deputies.

Experience highlights

  • Advising on the day-to-day administration of a large personal injury settlement
  • Making applications to the Court of Protection for specific orders, such as removal and appointment of trustees and distribution of personal chattels
  • Dealing with a complex taxable estate and advising on potential tax planning opportunities through Deeds of Variation
  • Advising on the use of trusts in wills for the purposes of inheritance tax planning, and protecting assets from means testing for future care.
  • "Susie Jones was very kind and helpful at all times."
    Client feedback
  • The Legal 500 recommended lawyer 2020

Susie Clay FCILEx can help you with a range of services

Wills, trusts & probate
More info
Elderly & vulnerable people
More info
Asset protection & trusts
More info
More info
Creating a will
More info
Powers of attorney
More info
Colleagues in the team
Send me a message
Send me a message

Contact Susie Clay

  • Hidden