Bio
Jordan is a Private Client Solicitor.
Jordan advises across a range of private client matters, supporting individuals, families and business owners to ensure personal and business assets are structured and passed on in accordance with their long-term objectives.
He advises clients on the preparation of bespoke wills; assists executors and administrators with the administration of both taxable and non-taxable estates (including obtaining Grants of Probate, preparing Inheritance Tax returns, and guiding personal representatives through their legal and fiduciary responsibilities); supports clients with the preparation and registration of Lasting Powers of Attorney; advises on the creation and administration of trusts; and supports with Inheritance Tax planning (including available allowances, exemptions and gifting strategies).
Jordan also advises on matters involving multi-generational family wealth, collaborating with accountants, financial advisers and other professionals to deliver practical, coordinated solutions.
Examples of Jordan’s work include:
- Assisting with the administration of a number of taxable and non-taxable estates, including the preparation of Inheritance Tax returns, applications for Grants of Probate, and the distribution of estate assets.
- Advising on the preparation of wills tailored to complex family circumstances, including blended families, minor beneficiaries and asset protection considerations.
- Preparing and registering both Property and Financial Affairs and Health and Welfare Lasting Powers of Attorney.
- Advising on Inheritance Tax planning opportunities, including lifetime gifting strategies and the use of available reliefs and exemptions.
- Assisting in the creation and administration of trusts as part of wider estate and succession planning arrangements.
- Supporting business owners in reviewing their wills and succession plans to ensure business and personal assets passed in accordance with their wishes.
- Advising executors and beneficiaries throughout the probate process, helping to resolve practical issues arising during estate administration.
- Assisting with Deeds of Variation following to achieve more effective succession and tax planning outcomes.