
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:
\tacting as an executor
\tadministering estates with claims for business property relief, agricultural property relief and the residence nil rate band
\tcontentious issues including estates with claims under the inheritance (provisos for dependents) Act 1975
\tcompleting deeds of variation both from a pure redirection and a tax planning point of view
\treporting of lifetime gifts to HMRC
\twinding up of trusts
\tcharity estates
\tlimited grants
\tcomplex estate accounts
\tcharity beneficiaries
\tDWP 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:
\t“house for occupation” type clauses
\tWills for farming families
\tWills with charity beneficiaries
\tdiscretionary trust Wills with letters of wishes
\tWills where capacity is verified as part of the “golden rule”
\t“second marriage” type Wills
Mathew also deals with title issues in registered and registered land. These have included:
\tfirst registrations
\tregistrations where deeds are lost or missing
\tchange of Trustees
\tdeeds of gift
Mathew also has experience in Court of Protection work, such as:
\tDeputy applications
\tApplications under s36 and 54 of the Trustee Act 1925
\tApplications for statutory Wills























