Charlie Jones is a Chartered Legal Executive and STEP-qualified practitioner specialising in Private Client law. She advises individuals and families on wills, probate, estate administration, lasting powers of attorney, trusts and inheritance tax planning. Known for her compassionate approach and attention to detail, Charlie helps clients navigate complex and often sensitive matters with confidence, providing clear, practical advice tailored to their personal and family circumstances.
Charlie Jones
years experience
Summary
Admissions & Qualifications
- Chartered Legal Executive (CILEX), qualified September 2020
- STEP (Society of Trust and Estate Practitioners) qualified, 2023
Practice Areas & Experience
Charlie specialises 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
She works 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
Charlie graduated from the University of Brighton with a First-Class degree in Law with Business before beginning her legal career as a Private Client paralegal. She 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
Practice Areas
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360 Law Services Limited is a limited liability company registered in England and Wales under company number 10162455. Our registered office address is 39 Guildford Road, Lightwater, Surrey, GU18 5SA. Our VAT number is GB264976945. A list of Directors is available upon request. The term "Partner" is used to mean senior lawyers, consultants or employees with equivalent standing and experience; this does not indicate a partner in the legal sense or in a traditional partnership. Our firm is authorised and regulated by the Solicitors Regulation Authority (638684). We are registered as an ABS. Our CQS number is CQS04354. Our Compliance Officer for Legal Practice is Omar Khan. Our Compliance Officer for Finance and Administration is Robert Taylor.