Probate and Administration of Estates and Trusts
Probate and Adminstration of Estates and Trusts
We deal with all aspects of the Administration and distribution of deceased persons estates including distribution on Intestacy (where no will exists)
Including the following:-
- Obtaining Grant of Probate for Executors
- Obtaining Letters of Administration for intestate estates
- Calculating Inheritance Tax Libilities and completing Inland Revenue Forms
- Dealing with other Tax implications including Income Tax Returns to date of death and for Administration period
- Administering Trusts
- Preparing Deeds of Appointment and Retirement of Trustees
- Dealing with Trust Accounts and Tax Returns
- dealing with distributions to beneficiaries
- Winding up and creating Trusts and advising upon Tax Implications
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
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.
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
Probate Assistant - Lymington
Mrs Samantha Lucas FILEX
Assistant to Miss O'Dea, Probate matters, management of clients’ financial affairs and income tax
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
Consultant - New Milton
Ian Coombs
Ian Coombs is our consultant. He qualified as a Solicitor in 1966 and has worked in New Milton since 1970. He has a wide general experience but now deals mainly in Wills and Probate matters and some residential conveyancing.
e-mail Ian
