Helen Newson

Helen Newson

Partner Private Client - Lincoln

Area of Expertise:

  • Will preparation and advice
  • Administration of estates
  • Creation and administration of trusts – including the preparation of accounts, tax calculations and compliance
  • Powers of attorney and Court of Protection – applications for Deputyships, statutory wills and gifts, and general management of clients' finances if they are unable to manage themselves
  • Elderly client advice – on such topics as care fees, gifts, some experience in dealing with financial abuse cases
  • Experienced at assessing capacity, acting as certificate provider on LPAs for other firms

Helen covers a broad range of private client work and has a particular interest in trusts, and the technical side of the work. Her experience includes acting as professional trustee, Deputy and attorney for a number of clients.

Supervisor: Amanda Voakes

Professional Information:

  • STEP qualified for over 15 years
  • Fully accredited member of Solicitors for the Elderly since 2011
  • LLB University of Birmingham 1990-1993
  • LPC Nottingham Law School 1994-1995
  • Training contract Andrew & Co 1995-1997
  • Qualified as a solicitor in 1997
  • Regular event speaker including small groups such as carers information sessions and large seminars ran by Lincolnshire Agricultural Society and the Lincoln Family Business Forum