Will Drafting and Inheritance Tax Planning
Will Drafting and Inheritance Tax Planning
Family and friends often find it very difficult to cope with the consequences of death and where this occurs we endeavour to provide support as well as legal expertise. We can give general or detailed advice about estate planning, either covering arrangements during your lifetime or after your death. The consequences of divorce and remarriage also create potential difficulties when considering how best to make provision for your family. We can advise on and undertake:-
- Inheritance tax planning
- Making your will
- Inheritance claims
- Obtaining probate or letters of administration
- Administration of estates
- Varying the terms of a will
- The creation and management of Trusts
- What happens on intestacy (if no will is left)
Partner - New Milton
Alex Jennings
Alex Jennings is a Partner and head of the probate/Wills/trusts department at the New Milton Office. She qualified as a solicitor in 1980 and has been with Heppenstalls throughout her working life, also having trained with the firm. She now specialises in estate planning, particularly in relation to Inheritance Tax. She is a member of the Society of Trust and Estate Practitioners and is also Honorary Secretary to the Bournemouth and District Law Society.
Alex is able to advise upon the management of clients’ affairs (particularly under Enduring Powers of Attorney), estate planning for Inheritance Tax and the payment of nursing home fees, Wills, trusts and dealing with estates when someone has died.
e-mail Alex
Partner - Lymington
Catherine O'Dea
Catherine O'Dea is a Partner with Heppenstalls based at the Lymington Office where she is in charge of the Probate Department. She qualified as a Solicitor in 1972 ad joined Heppenstalls in 1979. She is a member of the Society of Trust and Estate Practitioners and is able to advise on Wills involving Inheritance Tax Planning, the preparation of Enduring Powers of Attorney, applications to the Public Guardianship Office and management of clients’ affairs as Receiver, Probate matters and ancillary Conveyancing matters.
She is also Honorary Secretary to the Abbeyfield (Lymington) Society and the New Forest Solicitors Group.
e-mail Catherine
Partner - Lyndhurst
Sheila Tuffin
Sheila Tuffin is the senior partner having qualified in 1971, when she joined the firm at our Lyndhurst office.She deals mainly with domestic Conveyancing, Wills, Trusts and Probate related matters of the non-contentious variety.
She is a member of the Society of Trust and Estate Practitioners
e-mail Sheila
Partner - Lymington
Philip Salt
Philip Salt is a partner with Heppenstalls. He qualified in June 2002 and specialises in non-contentious work, mainly conveyancing and will drafting. Philip undertook his first work experience with the firm in 1993 and following completion of his training contract he has continued in practise with the firm. He is based in the Lymington Office and can offer assistance in a variety of matters relating to Property law, Wills, Probate, Enduring Powers of Attorney, Tenancy Agreements and other miscellaneous non-contentious matters.
Philip Salt is also a member of the Friends of the Lymington Citizens Advice Bureau Committee.
e-mail Philip
Assistant Solicitor - Lyndhurst
Paola Russell
Paola qualified in 2004 after raising a family following a career in nursing. Paola specialises in Probate, Wills, Trusts, domestic conveyancing and associated property matters.
