Jo Summers
Partner
Private Wealth & Tax, Business Ownership, Charity Law, Domicile and International Estates, Lifetime Estate Planning, Pension (UK & Offshore), Personal Tax, Philanthropy, Powers of Attorney and Mental Capacity, Probate and Estate Administration, Sharia Wills, Succession Planning, Trusts (UK & International), Wills
Jo's Skills
- Capital Gains Tax (CGT)
- Charities
- Deeds of Variation/Family Arrangement
- Domicile, Residence and Remittance Basis Issues
- Estate Planning
- Income tax
- Inheritance Tax (IHT)
- International Estate Planning
- Offshore Pensions
- Offshore Trusts
- Personal Tax
- Powers of Attorney
- Probate
- Sharia Wills
- Trust Deeds
- Trusts International
- Trusts UK
- Wealth Structuring
- Wills
About Jo
Jo is a highly regarded private client lawyer.
Together with Nicola Dudley, Jo heads Jurit’s Private Wealth and Tax team. They ran their own private client practice for many years before joining Jurit in 2021.
Jo qualified as a solicitor in 1995 and has specialised in personal tax ever since. She has expertise in advising private individuals on the tax implication of moving to or from the UK, as well as advising on a variety of UK personal tax, estate planning and charities issues.
She supports her high-net-worth clients with a variety of needs, including advising in relation to offshore trusts, offshore pensions (including QROPS and QNUPS) and other international structures (such as EBTs and EFRBS).
Jo is a published author and expert in Sharia’a succession laws and can be found regularly commenting on personal tax matters for the wealthy in The Times & The Financial Times.
She is also a quoted expert in relevant trade journals and lectures extensively on personal tax issues both in the UK and overseas.
Jo is a member of The Society of Trusts & Estate Practitioners (STEP), The Association of Contentious Trust & Probate Specialists and The Society of Authors. She is also member of The Law Society’s Wills and Equity Committee and the STEP UK Practice Committee.
She has a degree in European Law (University of Warwick), a Diploma of French law (University of Lille) and a Masters degree in trusts law (University of Greenwich).
STEP Code for Will Preparation in England and Wales
STEP Code for Will Preparation in England and Wales Guide for the Public
Insights, Publications and Articles
- Islamic Wills, Trusts and Estates: Planning for this World and the Next (2011)
- A UK Handbook for Offshore Trustees (2011), Euromoney Books.
- This is Money – Huge delays to unlock estates are causing stress to grieving families, say lawyers who warn house sales can collapse if probate takes months
- Solicitors Journal – Tackling probate delays: insights from Jurit partner’s evidence to Justice Committee
- BBC Radio 4 – You and Yours – Probate delays
- Today’s Wills & Probate – STEP responds to the Ministry of Justice consultation on the storage and retention of wills
- Practical Law – Spring 2024 Budget Response
- The Times – The grieving families trapped in probate limbo
- BBC Radio 4 – Money Box – Probate Delays and Pension Charges
- BBC Radio London – Probate delays
Testimonials
Thank you so much for all your help. You are so approachable and efficient.
Anna N - Private Client: Wills
First I wanted to say thank you for everything. I really did not believe we could get everything in place for the deed to be signed on time. It would not have happened without you. You kept everything as simple as it could be, kept everything and everyone moving, and got it all done. Thank you so much.
Sam T - Private Client: Trusts International
