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
- Capital Gains Tax (CGT)
- 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
- Sharia Wills
- Trust Deeds
- Trusts International
- Trusts UK
- Wealth Structuring
Jo is a highly regarded private client lawyer.
Together with Nicola Dudley Jo heads Jurit Private Wealth. 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
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