Matthew Evans > Hugh James > Cardiff, United Kingdom > Lawyer Profile
Hugh James Offices

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CARDIFF
CF10 1FS
United Kingdom
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Matthew Evans

Work Department
Wealth Management
Position
Matthew is a partner and heads up the firm’s private wealth offering. He is responsible for the development, implementation and long-term strategy of the team.
Matthew has a UK-wide reputation in the field of contentious probate, recognised by his clients and peers in the leading legal directories.
Matthew’s expertise lies in all aspects of contentious probate including: contesting a will/defending a will challenge, bringing and defending Inheritance Act claims, estates and trust disputes, Court of Protection disputes and Bringing and defending claims founded in doctrines of equity, such as proprietary estoppel and constructive trusts.
Matthew regularly receives instructions from a wide range of clients including lay beneficiaries, professional trustees and executors, company directors, charities, financial institutions, and trust corporations.
Matthew has acted in several widely publicised cases including reported cases such as Re: Edwards [2007] EWHC 1119 (Ch) which involved a successful challenge to a will on the basis of undue influence, Iqbal v Ahmed [2011] EWCA Civ 900 a successful claim by a disinherited spouse against her husband’s estate by virtue of the Inheritance (Provision For Family And Dependants Act) 1975.
Matthew has also been heavily involved in the development of Hugh James’s volume wills, estate administration and trust administration services which are provided to the customers of banks and other financial institutions. He has considerable experience of working with professional partners to develop and implement such propositions and working closely with them to optimise service delivery.
Matthew has developed expertise in tax, trusts and estates disputes arising in the agricultural sector and has acted in many high value and high profile cases, often involving proprietary estoppel. One of his notable cases, Davies v Davies (2016) EWCA Civ 463, a successful proprietary estoppel claim arising in a farming business, has attracted considerable coverage in the national press and within the legal community with his client being termed ‘the Cowshed Cinderella’. The matter was heavily litigated, with two first instance trials, two appeals to the Court of Appeal, to deal with the questions of eligibility and quantum, and numerous interim applications, as well as an appeal to the Supreme Court. Ultimately Matthew’s client was awarded £500,000 with the case reported at each stage of its journey through the courts.
Career
- Qualified: 2003
- Joined Hugh James: 2006
- Associate at Hugh James: 2008
- Senior Associate at Hugh James: 2010
- Partner at Hugh James: 2012
Memberships
Leisure
Live music, reading, family.
Lawyer Rankings
Wales > Private client > Agriculture and estates
(Leading partners)Sitting within the firm’s broader private wealth offering but also able to leverage areas of expertise in other key firmwide practice areas, including property, litigation and regulatory, Hugh James is a popular choice among agricultural clients across a broad array of their contentious and non-contentious requirements. Team head Matthew Evans has a strong track record advising on inheritance disputes within the sector, including on proprietary estoppel matters, as does ‘legal powerhouse’ Roman Kubiak, who achieves ‘superb results’ for clients, including a recent high-profile matter which provided clarity on the issues of detriment and remedy in the context of a proprietary estoppel claim.
Wales > Private client > Contentious trusts and probate
(Leading partners)Hugh James has ‘the depth and range of experience to take on complex or modest litigation for institutions and private individuals’, running the gamut from Inheritance Act claims, through to complex proprietary estoppel claims. Team head Roman Kubiak is recognised as a ‘titan in the world of contentious trusts and probate’, combining as he does a ‘first-class legal brain with charm’ to ensure the best possible results for clients, mindful of the client’s overall and objectives and the costs involved with endless and unnecessary litigation. As well as receiving direct individual instructions, Roman has also successfully cultivated strong relationships with financial institutions, charities and professional trustees, ensuring a tremendous variety and scope of work that spans Wales and England and also regularly has cross-border ramifications. Matthew Evans combines strong contentious and non-contentious smarts in his role as overarching private wealth head, ensuring that clients receive a very joined up and holistic service. Senior associate Sarah O’Grady has thrived since recently joining the firm from Clarke Willmott LLP and has been particularly effective in handling a range of trusts and probate disputes in the agricultural sector.
Wales > Private client > Personal tax, trusts and probate
Overseen by the ‘top-notch’ Matthew Evans, as part of the overarching private wealth offering, Hugh James has the strength-in-depth to provide a degree of specialisation and expertise unmatched by other firms in the Welsh market. The ‘outstanding’ Eleanor Evans heads up the trusts and estates sub-group and is responsible for managing the administration of the estates of institutional clients, work which often includes complex financial assets as well as issues relating to foreign jurisdictions. Senior associate Austin Gill handles the administration of estates for private individuals, including high-net-worth matters involving complex issues; he is also very adept at advising on onward succession planning for beneficiaries, including in the context of drafting Deeds of Variation, as well as ensuring that lifetime gifts are effectively utilised to minimise IHT burdens on the estate. One of several in the team with Welsh language skills, Catrin Griffiths can handle matters in English and Welsh and leads the estate planning group that has a strong reputation representing high and ultra-high-net worth clients, in particular, with the preparation of their wills, trusts, Powers of Attorney documents, succession planning and estate planning advice. For the more commoditised work, under the guidance of Gareth Wisdom and utilising some very effective internal legal technology, the firm also excels in handling volume will writing for financial institution clients. Clients also benefit from access to a market-leading litigation offering which is headed up by the ‘totally brilliant’ Roman Kubiak, who excels in complex contentious probate matters, including promissory estoppel cases in the farming sector.
Lawyer Rankings
- Contentious trusts and probate Wales > Private client
- Leading partners Wales > Private client > Contentious trusts and probate
- Leading partners Wales > Private client > Agriculture and estates
- Personal tax, trusts and probate Wales > Private client
- Agriculture and estates Wales > Private client
Top Tier Firm Rankings
- Finance > Banking and finance
- Insurance > Clinical negligence: claimant
- Dispute resolution > Commercial litigation
- Real estate > Construction
- Private client > Contentious trusts and probate
- Corporate and commercial
- TMT (technology, media and telecoms) > Media and entertainment
- Insurance > Personal injury: claimant
- Private client > Personal tax, trusts and probate
- Insurance > Professional negligence
- Real estate > Social housing
- TMT (technology, media and telecoms) > Sport
Firm Rankings
- Private client > Agriculture and estates
- Private client > Charities and not-for-profit
- Real estate > Commercial property
- Employment > Employment
- Private client > Family
- Crime, fraud and licensing > General crime and fraud
- Employment > Health and safety
- Finance > Insolvency and corporate recovery
- TMT (technology, media and telecoms) > Intellectual property
- TMT (technology, media and telecoms) > IT and telecoms
- Employment > Pensions
- Insurance > Personal injury: defendant
- Real estate > Planning and environment
- Real estate > Property litigation
- Public sector