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
Partner, Nicola Bushby and Associate, Katherine Reed have secured a significant High Court victory in relation to the validity of a will, succeeding on three grounds.Read more 4 min read 16 Feb 2024 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Jake Hayman
In the fifth and final episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Jake Hayman, a serial entrepreneur and experienced social sector consultant. Jake has been working with some of the most progressive wealth holders for the last 20 years and is currently writing a book on the topic. Together Alberto, Jake and Clare look at everything from taxes to misunderstandings around philanthropy and how wealth can be managed in a more equitable and just wayRead more 10 min read 16 Feb 2024 A tale of two tests
In the STEP Journal, Partner, Nicola Bushby and Associate, Katherine Reed describe the tension between the Banks v Goodfellow and MCA 2005 tests when dealing with testamentary capacity cases and highlight that the only rational course is for the law to adopt one single test.Read more 8 min read 13 Feb 2024 It all ends in Tiers
In the STEP Journal, Immigration Partner, Zoe Jacob assesses UK HNW immigration options in a post-tier 1 (investor) visa landscape.Read more