Jodi Hamlin

Qualifications and Professional Memberships

• University of Brighton BA Hons in Law with Business 2007
• Legal Practice Course, College of Law Guildford 2008
• Admitted as a Solicitor in September 2011 and is now a Partner with the firm.
• Associate member of the Society of Trust and Estate Practitioners (STEP)
• Advanced certificates in the administration of estates, the administration of trusts and trust and estate accountancy
• Director of The Merriman Partnership Limited (trading as Merriman Solicitors) since March 2024 (www.merriman-partnership.co.uk)

Experience and Expertise

• Over 12 years’ experience, initially in residential conveyancing but from 2011 in all aspects of Wills, trusts and estate administration work
• Advising clients on Wills, both simple and complex, estate and tax planning, trusts, probate, intestate estates
• Advising and assisting in relation to all aspects of estate administration, from the registration of death, to the obtaining of a grant of representation (with or without a Will present), and the distribution of assets between beneficiaries
• Specialist knowledge in Inheritance Tax, Capital Gains Tax and Business Property Relief
• Post death tax planning with Deeds of Variations
• Assisting clients with all aspects of non-contentious Court of Protection applications
• Advising in relation to all aspects of preparing Lasting Powers of Attorney
• Registering Enduring Powers of Attorney
• Preparation of general Powers of Attorney
• Experience of acting for a wide range of clients in different circumstances, from business owners, including farmers, to the elderly, the retired, new parents, and parties to a divorce
• Departmental supervisor