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Susie Jones
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Susie Jones GCILEx

Private client executive

I am a private client executive in our Legal 500-rated wills, trusts and probate team.

Born and raised in Gloucestershire, I have nine years’ experience of working in this area of law and advise on a wide range of matters including wills, powers of attorney, trusts, estates, inheritance tax planning, and Court of Protection applications.

T 01242 541567 E susanne.jones@willans.co.uk

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."

Susie Jones GCILEx can help you with a range of services

Wills, trusts & probate
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Elderly & vulnerable people
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Asset protection & trusts
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Probate
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Creating a will
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Powers of attorney
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Colleagues in the team
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