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.