Matthew Rose
High Net Worth Guide 2024
Band 1 : Private Wealth Law
Band 1
About
Provided by Matthew Rose
Practice Areas
Matthew is a solicitor with more than ten years’ experience in dealing with will and trust preparation, probate, personal tax planning and Powers of Attorney.
As well as being a qualified solicitor, Matthew holds the Diploma in Regulated Financial Planning. Whilst he advises on a wide range of issues affecting individuals and trusts, he is particularly focused on:
1) Advising business owners on tax efficient succession planning methods
2) Advising farmers on optimising inheritance tax reliefs and on succession planning
3) Creating trusts to protect disabled individuals
4) Using trusts to mitigate tax and protect assets
5) Providing advice on mitigating inheritance tax
6) Advising on capacity and elderly client issues and making applications to the Court of Protection
7) Succession planning for individuals with assets based abroad
Professional Memberships
I am a member of STEP (Society of Trust and Estate Practitioners) having completed the Diploma in Trusts and Estates, the most comprehensive qualification in the trusts and estates field.
I am also one of only a handful of local members of The Association of Lifetime Lawyers (Previously Solicitors for the Elderly) and a member of the Law Society’s Private Client Section.
Chambers Review
High Net Worth
Matthew Rose has experience in tax advice, as well as succession planning and estate administration.
Strengths
Provided by Chambers
"Matthew is really great with clients. When he explains things he does it in a clear way, which I really appreciate. He stands out in this way and his knowledge is incredible."
"Matthew is obviously competent but he also has an excellent manner with clients and ensures everyone is kept up to date with progress."
"Matthew has an exceptional knowledge of trusts."
"Matthew is really great with clients. When he explains things he does it in a clear way, which I really appreciate. He stands out in this way and his knowledge is incredible."
"Matthew is obviously competent but he also has an excellent manner with clients and ensures everyone is kept up to date with progress."
"Matthew has an exceptional knowledge of trusts."
Articles, highlights and press releases
1 item provided by GA Solicitors
GA SOLICITORS RANKED NO.1 IN PLYMOUTH FOR THIRD YEAR IN A ROW
Regional law firm, GA Solicitors, has been officially listed as the only ‘Band One’ law firm in Plymouth in the category for “Private Wealth” following extensive research by an international guide to the profession.
GA SOLICITORS RANKED NO.1 IN PLYMOUTH FOR THIRD YEAR IN A ROW
Regional law firm, GA Solicitors, has been officially listed as the only ‘Band One’ law firm in Plymouth in the category for “Private Wealth” following extensive research by an international guide to the profession.
