Private Client

The private client team at W H Matthews & Co are able to help in all areas of Wills and Probate including:

  • Will drafting, advice on ancillary issues such as potential claims under the Inheritance (Provision for Family & Dependants) Act 1975 and Inheritance Tax
  • Making a Lasting Power of Attorney over Property & Financial affairs and/or Health & Welfare
  • Making an Advance Decision
  • Making an Application to the Court of Protection
  • Dealing with the Administration of an Estate or Administering various types of trusts

Our Private Client Team include affiliate members of the Society of Trust & Estate Practitioners (STEP), holders of the STEP Advanced Certificate in Will Preparation and member of Solicitors for the Elderly.

Wills

In the absence of a valid Will your assets will be distributed according to the rules of intestacy which may run counter to your wishes.  The importance of a professionally drafted will cannot be understated.  The Wills and Probate solicitors at W H Matthews & Co can provide advice and draft a will reflecting your individual situation.

Probate/Estate Administration and Trusts

Our Private Client Team understand that dealing with paperwork in the aftermath of a bereavement can be extremely difficult.  Our team can assist by advising on the powers, duties and responsibilities of Executors, the information necessary to apply for a grant of Probate and the completion of the relevant Probate forms if required. 

Where someone has died without a Will our team can advise on entitlement under the rules of intestacy and your powers, duties and responsibilities.

Our team can provide a complete service in terms of Estate Administration, from notifying third parties of the death, completion of the relevant probate papers, arranging house clearance and sale, collection in of the various assets and Estate distribution.  W H Matthews & Co would be pleased to act as Executors and Trustees if requested.

Trusts

Establishing a trust (during your lifetime or by will after your death) can be an effective Estate planning tool and can serve as a tax efficient vehicle for transferring a range of assets to future generations in line with your specific wishes.  Our Private Client team can draft the appropriate Trust for your circumstances and provide advice on administration.

Lasting Powers of Attorney

A side effect of the dramatic increase in life expectancy over the last few decades is that more people suffer losing their mental capacity towards the end of their lives through diseases such as Alzheimer’s or dementia. The consequence is that they can also lose legal control over their own affairs. A Lasting Power of Attorney essentially allows you to plan for this possible scenario and appoint one or more Attorneys who will be able to make decisions on your behalf if required.  There are two types of LPA, the first deals with Health and Welfare and the second with  Property and Financial affairs.  Our Private Client Team can provide advice and assistance in the creation and registration of a lasting Power of Attorney and, if required,  an Advance Decision.

Court of Protection

In the absence of a valid Power of Attorney and in the event that someone loses mental capacity various applications may be required to the Court of Protection - for example:

  • An application to appoint a Deputy
  • An application to appoint a Trustee under Section 36 (9) or Section 54 of the Trustee Act 1925
  • An application for a Statutory Will. 

Our Private Client Team are experienced in dealing with these issues and can provide advice and assistance if any of these applications are required.

 

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What our Clients say

I'd like to very much thank you and your staff for all the hard work that you've put into my purchase of the flat. It's been a stressful process but made considerably easier thanks to your advice and guidance. 

Thank you for all your help in organising everything so efficiently. I'm glad I chose WH Matthews! 

Each time I mentioned that I was represented by W H Matthews & Co without fail the people I spoke with stated that the firm was by far and away the best firm for conveyancing. 

Thank you to everyone involved for being so efficient and making the process so smooth. We really appreciate it. 

Thank you as always, for your continued help and advice in this matter. 

Once again, many thanks for all your help with this matter and the swift and efficient service you have provided. 

Many thanks for all of your help over the past few months and for persevering!

We are hugely appreciative of your time and attention in getting the chain to exchange quickly

We just wanted to say a big thank you for all of your efforts in getting the exchange done so quickly. We appreciate the work that you have done to make this happen. 

Extremely helpful and a pleasure to deal with

Professional in every aspect

My family have always used W.H. Matthews & Co. and will continue to do so in the future

…I would never think of anyone else. I have been with you for many, many years. I have always been very grateful for your kindness and help

I do not think you could improve when you consider the years I have been with your Company, many, many thanks!

…a very efficient service from you all. I can’t think of anything that would improve your level of service

Good, helpful advice and guidance

…service from start to finish was excellent. I was kept informed of matters at all times

All staff are professional, have excellent knowledge in their field and very helpful

I was recommended your Firm and found you all to be pleasant, efficient and over-all dealt with things efficiently

Friendly, efficient and value for money

Good communication and friendly service

Everything was fine, my calls were always answered politely and explanations clear

Very good as a first-time buyer. I did not know much about house buying. W.H. Matthews were very helpful and made the buying process simple. Thanks!

A much more personal service than I have received from other solicitors in the past

I have used WHM for both buying and selling many times – all with complete satisfaction

...fabulous!

Most happy to use again

I thought you chaps were terrific

Excellent service as always!

Prompt and professional service. No problems encountered whatsoever

Critically, I got what I needed and the support to achieve it