Charlie Jones

Private Client Lawyer

Charlie Jones

Private Client Lawyer

Office: 0333 772 7736

Summary

Charlie Jones is a Chartered Legal Executive and STEP-qualified practitioner specialising in Private Client law. She advises individuals and families on wills, probate, estate administration, lasting powers of attorney, trusts and inheritance tax planning. Known for her compassionate approach and attention to detail, Charlie helps clients navigate complex and often sensitive matters with confidence, providing clear, practical advice tailored to their personal and family circumstances.

Admissions & Qualifications

  • Chartered Legal Executive (CILEX), qualified September 2020
  • STEP (Society of Trust and Estate Practitioners) qualified, 2023

Practice Areas & Experience

Charlie specialises exclusively in Private Client law, advising on:

  • Wills and estate planning
  • Probate and estate administration
  • Lasting Powers of Attorney
  • Trust creation and administration
  • Inheritance Tax planning
  • Estate succession planning

She works closely with clients, financial advisers and other professionals to provide practical, tax-efficient solutions that protect wealth and ensure clients’ wishes are carried out effectively.

Education, Qualifications & Associations

Charlie graduated from the University of Brighton with a First-Class degree in Law with Business before beginning her legal career as a Private Client paralegal. She later qualified as a Chartered Legal Executive and completed the prestigious STEP qualification, demonstrating advanced expertise in trusts and estates.

Career Highlights

  • Successfully obtained UK probate involving a Spanish Will through coordination with a Spanish notary.
  • Managed cross-border estate administrations involving Singapore, Jersey and Guernsey.
  • Drafted complex Deeds of Variation that eliminated Inheritance Tax liabilities while preserving clients’ intended succession plans.
  • Advises business owners on wills and LPAs to ensure business continuity.
  • Worked alongside specialist capacity assessors to help vulnerable clients put effective LPAs in place

Practice Areas