Jo's main area of practice is the administration of trusts and estates for high net worth individuals.
She acts as probate assistant to Sally Harlow and has been advising on the administration of trusts and estates and probate matters since 2007.
Recommended by Jo
We live in an increasingly regulated world and data protection is an area of more extensive compliance since the introduction of the EU’s General Data Protection Regulation in May 2018.Read more 4 min read 18 Dec 2020 What can be done where trustees or personal representatives have made a mistake?
In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.Read more 5 min read 24 Nov 2020 CGT Review
In July, the Chancellor commissioned the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax.Read more 4 min read 24 Nov 2020 Wealth Tax Evidence Papers
A group calling themselves the ‘Wealth Tax Commission’ have published a series of evidence papers…Read more