Spear’s Review

Based in Irwin Mitchell’s Leeds office, Andrea Jones advises HNWs and their families on all aspects of succession, tax and asset protection planning.

‘I work closely with my clients and get to know them so that I can fully understand their requirements,’ Jones tells Spear’s. Her areas of expertise include wills, inheritance tax, capital gains tax, trusts, probate and powers of attorney.

A member of the Society of Trust and Estate Practitioners, she has significant experience in supporting clients beginning to lose the capacity to manage their own affairs, working closely with their families and trusted advisers.

Adviser Profile

Andrea Jones is a partner and national head of private client advisory at Irwin Mitchell. She advises high-net-worth and ultra-high-net-worth individuals, families and business owners on complex private wealth matters, with a particular focus on succession planning, tax and wealth structuring. Her practice includes trusts, cross-border estates, asset protection and intergenerational planning, working with business-owning families, entrepreneurs and trustees. She is known for her clear, strategic advice and assured handling of sensitive matters, including capacity and family dynamics. Recognised by Chambers HNW and Legal 500, she is a STEP member and recipient of the STEP Founders’ Award for Outstanding Achievement.