Mrs Andrea Jones

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

2 Wellington Place
West Yorkshire
United Kingdom

Email: [email protected]
Telephone: +44 113 394 6793
Practice Areas: Elderly and vulnerable clients, Estate planning/administration, Family business, Rural family, business and agriculture, Tax, Trust planning/administration, Wills and probate, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates, Succession planning
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STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Irwin Mitchell LLP
STEP Yorkshire
Yorkshire Branch Committee
Special Interest Groups:
Business Families | Contentious Trusts and Estates | Cross-Border Estates | Digital Assets | International Client | Mental Capacity | Philanthropy Advisors
Andrea deals with all areas of Estate Planning and provides estate, tax and succession planning advice to high net worth individuals and commercial clients including the drafting of bespoke Wills and the creation of Lifetime Settlements. She is experienced in advising commercial clients on business succession planning working alongside her Corporate colleagues. Andrea is experienced in the Administration of Estates and all Probate matters and acts for personal representatives on complex and high value estates. She deals with the administration of trusts including the removal of incapacitated Trustees and other complex Trust matters and acts as a Trustee for several long established family trusts. Andrea also advises clients on all types of Powers of Attorney and Court of Protection matters, including the preparation and registration of Lasting Powers of Attorney for Property and Financial Affairs and Health and Welfare, the registration of Enduring Powers of Attorney, applications to the Court of Protection and in ongoing deputyship matters and acts as an Attorney under a Lasting Power of Attorney for several clients. Andrea is Chair of STEP Yorkshire.

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