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Jonathan Baum

Solicitor, Head of Private Client

Career

Jonathan joined Simpson Millar in June 2018 as a Partner in the Wills and Probate department based at the Leeds office.

He is a highly experienced Wills, Trusts and Probate Solicitor, after earning his LLB (Hons) degree and Law Society Finals at Leeds Metropolitan University he qualified in 1995. As such he has developed and provided specialist tax and Estate planning advice, nationally and internationally for his clients including many entrepreneurs and those with family businesses, for whom he has been frequently appointed as an Executor and Trustee.

He has experience in handling complex multi-million pound Estates and has advised in respect of contesting a Will and Estate disputes generally, including successfully settling a seven-figure inheritance tax dispute with HMRC on behalf of a client.

Jonathan has created an extensive range of contacts including accountants, independent financial advisors, estate agents, insurance brokers, bankers, medical professionals, nursing homes and hospices.

Jonathan recognises that it is often a difficult time when clients approach him for his advice and he is quickly able to put them at their ease. He is consistently praised by clients for his care and attention and his excellent service.

 He specialises in Wills and Probate services including:

  • Probate administration including multi-million pound Estates

  • Wills including complex Life Interest and Discretionary Trust Wills

  • Trust drafting and administration

  • Estate and Tax planning including Deeds of Variation

  • Court of Protection

  • Enduring and Lasting Powers of Attorney

  • Negotiating with HMRC in relation to Inheritance Tax

  • Deeds of Severance of Property.

Jonathan is a member of the Law Society Probate Section.

Interests outside of work

Travel, eating out, socialising, reading, rugby (watching). Supports local children’s cancer charity Candlelighters

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