
Mathew Bowen
Mathew is a Partner of the firm and is Head of the Wills and Probate Team.
Mathew experience ranges from dealing with straightforward estates to those with multi-million pound values, including many with a business property or agricultural element.
Particular areas of experience include:
acting as an executor
administering estates with claims for business property relief, agricultural property relief and the residence nil rate band
contentious issues including estates with claims under the inheritance (provisos for dependents) Act 1975
completing deeds of variation both from a pure redirection and a tax planning point of view
reporting of lifetime gifts to HMRC
winding up of trusts
charity estates
limited grants
complex estate accounts
charity beneficiaries
DWP claims
He also has extensive experience dealing with Will drafting and Lasting Powers of Attorney, both from a financial and health and welfare perspective. Particular Will writing experience includes:
“house for occupation” type clauses
Wills for farming families
Wills with charity beneficiaries
discretionary trust Wills with letters of wishes
Wills where capacity is verified as part of the “golden rule”
“second marriage” type Wills
Mathew also deals with title issues in registered and registered land. These have included:
first registrations
registrations where deeds are lost or missing
change of Trustees
deeds of gift
Mathew also has experience in Court of Protection work, such as:
Deputy applications
Applications under s36 and 54 of the Trustee Act 1925
Applications for statutory Wills