Louise Jones

Often, the estates which Louise administers are complex, involving assets in multiple jurisdictions. She frequently works with lawyers and other professionals outside the UK to coordinate the administration of estates in those jurisdictions, for a joined-up approach. Louise also deals with conflicts of law and tax issues that arise in each applicable jurisdiction. Additionally, she advises trustees in relation to their duties as part of the ongoing administration of trusts, as well as preparing lasting powers of attorney and assisting vulnerable clients. Louise often acts as a trusted advisor to several generations of the same family, building long-term, trusted and supportive relationships.

Louise enjoys working closely with clients, supporting them through life’s journey – whether that be thinking about their wishes for their own estates, advising on and assisting with lifetime gifting, administering an estate or advising on planning options following the death of a loved one. Frequently, Louise supports clients at a time of loss when they are struggling to navigate the path ahead. She aims to make the process easy to understand and provides a guiding hand, in a clear, approachable and practical manner. She is a full member of STEP, the world’s leading organization for private wealth professionals, with TEP accreditation.