Lynn Wheeldon
Position
Partner, Asset Management
Services
Areas of expertise
Profile
Lynn Wheeldon is a Partner in Hugh
James specialising in dealing with the setting up and
dissolution of discretionary trusts on death, administering trusts
after death, completing tax returns and variations before and after
probate. Lynn administers estates (both taxable and non taxable) as
well as estates involving assets abroad. She advises on more
complex and unusual probate matters.
Lynn readily explores new
working practices, computerisation and new growth areas in wills,
probate and elderly client care. She deals with large volume
applications for probate and Letters of Administration relating to
class Action Respiratory Disease Litigation and liaising with and
agreeing format of applications in these cases with Inland Revenue
regarding pre 1981 deaths and probate registry. Lynn was approached
by the court in the class action respiratory disease litigation to
co-write with the probate registry, guidelines on difficult and
complex applications to the probate registry, to assist other
solicitors dealing with this litigation.
Professional Career
Trained: Hugh James
Qualified: 1994
Partner in Hugh James: 2000
Education
- Comprehensive School: Chepstow Comprehensive school
- Newport College of Further Education BTEC National Certificate
in Business Studies
- Gwent college of Higher Education Chartered Institute of
Banking (Examinations passed in Law Relating to Banking, and
Monetary Economics)
- University of Wales College Cardiff LLB Hons
- Chester Law College: Law Society Final Examinations Course
Personal Interests
Keeping Fit, Skiing, Dress and Design and Interior Design
Lynn
Wheeldon
Partner, Asset Management
E lynn.wheeldon@hughjames.com
T 029 2066 0563