Spear’s Review

Based in Irwin Mitchell’s Leeds office, Andrea Jones heads up the firm’s regional tax, trust and estates team, advising 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 partner and national head of private client advisory at Irwin Mitchell. She advises high-net-worth individuals, family-owned businesses and entrepreneurs on estate planning, succession and wealth protection. Her expertise includes wills, inheritance and capital gains tax, trusts, probate and powers of attorney. Known for her compassionate, strategic approach, Andrea helps clients safeguard family wealth from risks like tax, divorce and disputes. She works closely with financial planners, accountants and legal colleagues to deliver holistic advice. Andrea received the prestigious STEP Founder’s Award for Outstanding Achievement and is a respected leader in her field.