
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






















