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.
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.
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.