Michelle Jones

Senior Trust Manager

Private Client

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Expertise

Michelle specialises in the administration of UK trusts together with the preparation of annual accounts and trust tax compliance, dealing with both individual trusts and groups of family trusts.

Recent Experience

  • Dealing with the recent additional regulatory compliance affecting trustees including FATCA and CRS and obtaining LEIs.

Career History

Michelle joined Wedlake Bell in September 2011. Prior to that she worked at other London-based firms specialising in private client work including Moore Stephens LLP, Saffery Champness and Farrer & Co. She has also worked for a private Family Office.

Michelle has over 20 years’ experience of running mostly UK based trusts, including some large private charitable trusts and dealing with all associated family, tax, investment and accounting issues. She has been a member of The Society of Trust and Estate Practitioners since 1996.

Michelle has a degree in Politics and Islamic Studies from Newcastle University.

News

Profile – Michelle Jones

You have over 20 years’ experience of running mostly UK based trusts – what first attracted you to the role and how has it changed? Before my move to trustRead more

News

Extension of the UK Trust Register

Since 2017, trusts that incur a UK tax liability have been required to register on a central register of trusts (“the Trust Register“) managed by HM Revenue and Customs (“HMRC“).Read more