Charlotte Jones

Associate, Wills Trust Probate

Accepting new clients via ReviewSolicitors

Charlotte is an Associate Solicitor and qualified Trust and Estates Practitioner in the Private Client team based in the Shirley office. Charlotte focuses on assisting clients on a wide variety of private client matters including:- - Preparation of Wills; - Lasting Powers of Attorney; - Registration of Lasting and Enduring Powers of Attorney; - Probate and estate administration; and - Deputyship applications to the Court of Protection

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 670877

  • Based in Solihull, West Midlands
  • Licensed for 6 years

Accepting new clients via ReviewSolicitors

Charlotte is an Associate Solicitor and qualified Trust and Estates Practitioner in the Private Client team based in the Shirley office. Charlotte focuses on assisting clients on a wide variety of private client matters including:- - Preparation of Wills; - Lasting Powers of Attorney; - Registration of Lasting and Enduring Powers of Attorney; - Probate and estate administration; and - Deputyship applications to the Court of Protection

  • Regulated by: The Solicitors Regulation Authority

  • Regulator ID: 670877

  • Based in Solihull, West Midlands
  • Licensed for 6 years

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4.6
Excellent
92%
Value for
Money
Value for money: 92%
95%+
Success
Rate
Satisfied with outcome: 95%+
95%+
Would
Recommend
Would recommend to friends and family: 95%+
Communication 4.7/5
Initial Impressions 4.7/5
Approachability 4.6/5
Documentation Accuracy 4.6/5
Legal Knowledge 4.7/5
Value for money 4.6/5
Expertise

Opening hours

Monday 09:00–17:30
Tuesday 09:00–17:30
Wednesday 09:00–17:30
Thursday 09:00–17:30
Friday 09:00–17:00
Saturday (Closed)
Sunday (Closed)

Chattock House, 346 Stratford Road, Shirley, Birmingham, B90 3DN

Reviews

4.6 /5 30 Reviews
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Jacqueline McGovern

Verified
Wills, Trusts & Probate

IHT400 and Grant of Probate

Last March 2026 I had an appt with Sydney Mitchell LLP to discuss the start of a Grant of Probate application. I met Charlotte and Kevin at this appt. Kevin took down a whole lot of notes but did not talk very much. Following this appt we were subsequently advised that an Inheritance Tax IHT400 application would also need to be submitted for father's estate. There was a lot of information about the estate, most notably the financial side. Kevin interpreted the figures and information we presented accurately and then in turn entered the figures into the IHT400 and GoP forms. Both applications were approved by HMRC well within the approval timeframes. My dealings with Kevin were straightforward. Whenever there were any questions about this whole bureaucracy process and I would telephone Kevin, he would quite elaborately explain what was happening and advise what I should do. The information was always clear to understand and easy to follow. Thank you Kevin.

Solicitors tagged in
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from Sydney Mitchell LLP

We’re grateful for your detailed feedback. It’s reassuring to know that Kevin provided clear guidance throughout the probate and inheritance tax process, particularly when dealing with the financial details and required documentation. We’ll be sure to pass your kind words on to Kevin and the team.

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Anonymous

Verified
Wills, Trusts & Probate

Probate

Fantastic service, Charlotte made sure I was always up to date with the matter. Explains everything in a way you can understand. Very honest about advice. Very friendly. Would recommend.

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Sydney Mitchell LLP

Thank you for your kind words! We’re delighted that Charlotte could provide clear, honest, and friendly support throughout your probate matter. Your recommendation means a lot to us!

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Anonymous

Verified
Wills, Trusts & Probate

Will writing

My thanks to Charlotte for the excellent service I received during the preparation of my Will. From the initial consultation through to the final signing, I felt completely supported and confident in her expertise. Charlotte answered all my questions with clarity. I particularly appreciated the guidance on various aspects that I hadn't fully considered, which ultimately ensure that my Will accurately reflects my intentions and provides peace of mind for the future. Also a big thank you to Kevin who sat in on our meetings. I would have no hesitate in recommending the services to anyone seeking Will preparation.

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A representative from Sydney Mitchell LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Anonymous

Verified
Wills, Trusts & Probate

Will contact again for help in the future

Thank you Charlotte and Kevin for dealing with the legal aspects of our Wills. It helped us a lot and I will be in touch with you again for any help in the future. Many thanks

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A representative from Sydney Mitchell LLP responded to this review

Thank you for your review. We appreciate the positive feedback you have given us and look forward to working with you in the future.

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Ronald

Wills, Trusts & Probate

Overpriced and drawn out experience

Overpriced and drawn out experience This company took advantage of a grieving family. We believe there was a conflict of interest using their own estate agents to sell our inherited home so they could drag out the process to bill us for longer than necessary. We since found out they have closed down their estate agents office which is of no surprise. Billing does not show full details of work carried out for the quarter no evidence attached to invoices. We unfortunately suffered further bereavements over the 3 years it took them to not complete the estate work. In the end we dismissed them and successfully completed it ourselves but during this time when there was no activity they still managed to send us a high bill when barely any work was carried out. All in all a very sad disappointing experience at a time when families should feel supported and not taken advantage of. Would not recommend this company at all.. The review states: We do not believe this is a client of the firm for the following

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A representative from Sydney Mitchell LLP responded to this review

We are sorry you feel this way. The administration of the estate was complicated by the death of one of the executors, and the death of a beneficiary which delayed matters and made it more complex and protracted than it would usually be. There were also matters out of our control relating to the property, including a buyer pulling out of the sale, and a leak which needed to be fixed.

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