Charlie Jones

Chartered Legal Executive

Charlie Jones

Chartered Legal Executive

I am a Chartered Legal Executive and STEP-qualified practitioner specialising in Private Client law. 

I have a compassionate approach and high attention to detail, I help clients navigate complex and often sensitive matters with confidence, providing clear, practical advice tailored to their personal and family circumstances.

Admissions & Qualifications

  • Chartered Legal Executive (CILEX), qualified September 2020
  • STEP (Society of Trust and Estate Practitioners) qualified, 2023

Practice Areas & Experience

I specialise exclusively in Private Client law, advising on:

  • Wills and estate planning
  • Probate and estate administration
  • Lasting Powers of Attorney
  • Trust creation and administration
  • Inheritance Tax planning
  • Estate succession planning

I work closely with clients, financial advisers and other professionals to provide practical, tax-efficient solutions that protect wealth and ensure clients’ wishes are carried out effectively.

Education, Qualifications & Associations

I graduated from the University of Brighton with a First-Class degree in Law with Business before beginning my legal career as a Private Client paralegal. I later qualified as a Chartered Legal Executive and completed the prestigious STEP qualification, demonstrating advanced expertise in trusts and estates.

Career Highlights

  • Successfully obtained UK probate involving a Spanish Will through coordination with a Spanish notary.
  • Managed cross-border estate administrations involving Singapore, Jersey and Guernsey.
  • Drafted complex Deeds of Variation that eliminated Inheritance Tax liabilities while preserving clients’ intended succession plans.
  • Advises business owners on wills and LPAs to ensure business continuity.
  • Worked alongside specialist capacity assessors to help vulnerable clients put effective LPAs in place

Hobbies & Interests

When I am not working, I love staying active, whether that means going horse riding, weightlifting, or just enjoying quality time relaxing and laughing with my family and friends.