Matthew Porter

Qualifications and Professional Memberships

• BSc in Management Sciences (2:2), Warwick University, 1997
• LLB, Law Degree (1^st class), University of Law, Guildford, 2010
• Admitted as a solicitor, March 2013
• Full Accredited Member of Solicitors for the Elderly
• Trained as a Dementia Friend, an initiative advanced by the Alzheimer’s Society to assist those struggling with Dementia.

Experience and Expertise

• Worked for 12 years in the education sector as an IT consultant visiting schools across the UK before training as a solicitor.
• over 10 years’ experience as a solicitor.
• Advising on a range of estate planning solutions from simple Wills to the use of trusts that can save inheritance tax, protect assets, or where appropriate plan for future care fees.
• Advising on the preparation and use of Lasting Powers of Attorney and General or Specific Powers of Attorney.
• Registration of Enduring Powers of Attorney and advising as to their use thereafter.
• Assisting clients with all aspects of non-contentious Court of Protection applications, including Deputyship applications.
• Advising and assisting in relation to all aspects of estate administration including death notification, dealing with HMRC and inheritance tax, obtaining grants of representation whether Probate (where there is a Will) or Letters of Administration (where there is no Will and the Intestacy Rules apply) , gathering assets post grant and effecting distributions to beneficiaries.
• Providing advice on post death tax planning and Deeds of Variation.
• Preparation of Declarations of Trust for co-owners of property.
• Departmental Supervisor