Bio
Jess is a Private Client Senior Associate.
Jess advises individuals, families and business owners on a broad range of wealth preservation and succession planning matters. Her work focuses on helping clients protect their assets, plan effectively for the future and ensure wealth passes smoothly to the next generation in a tax-efficient manner.
She advises on wills, trusts, Inheritance Tax planning, Powers of Attorney and estate administration, often involving significant property holdings, business interests and complex family circumstances.
Jess works with a wide range of clients, including high-net-worth individuals, entrepreneurs, professionals, landowners and families seeking to safeguard and structure their wealth for the future.
Her representative experience includes advising on Inheritance Tax planning strategies, preparing bespoke wills and trust arrangements, administering complex estates involving business and property assets, and supporting executors, trustees and attorneys in carrying out their duties. She also regularly assists clients with lifetime planning to ensure their affairs remain aligned with their personal and financial objectives.
Examples of Jess’ work include:
- Advising clients on Inheritance Tax and succession planning.
- Preparing bespoke wills and estate planning arrangements tailored to clients’ family and financial circumstances.
- Assisting with the administration of estates involving property and investment assets.
- Advising executors, trustees and attorneys on their legal responsibilities.