Personal Affairs

 

Our Private Client team has a wide range of skills and expertise.  We have qualified Solicitors, Chartered Tax Advisors, Trust and Estate Practitioners and Tax Technicians.  Several of our team are qualified in more than one area, making us well placed to provide both breadth and depth of knowledge and expertise.  We provide a full and comprehensive legal service including:

 

Trust Information

Assistance with day-to-day administration

Trust compliance issues (legal and taxation)

Will drafting

Estate administration

 

This is a seamless service offering peace of mind with the knowledge that there is an expert team of advisers on hand to assist at every stage.

 

A well-established team with a range of skills means that we can ensure that work is carried out at the right level in the most cost efficient manner.  We have acted for many families for decades, across generations and, with long-serving team members, we pride ourselves on developing an in-depth background knowledge of their circumstances which can only be established over time.

 

Wayne Perrin and Jonathan Mathers who lead the team, regularly act as executors, trustees or attorneys where the need arises, giving peace of mind to clients that may not have anyone suitable to act or where they would like a professional involved in difficult family circumstances.

 

The Legal 500 describes the Private Client team as ‘very efficient, with a deep knowledge of tax planning

 

Wayne Perrin - Wayne is head of the Private Client department.  He is a dual qualified Solicitor and Chartered Tax Advisor, as well as a member of the Society for Trust and Estate Practitioners.  Wayne specialises in estate planning and creation of Trusts and also advises clients on succession where there are businesses involved.  Wayne regularly acts as Property and Financial Affairs Attorney for a number of his clients and is quoted in The Legal 500 as “very efficient” with a “deep knowledge of tax planning”. 

 

Jonathan Mathers - Jonathan is a Solicitor and head of the Residential Conveyancing and Agriculture departments, splitting his time between private client work,  conveyancing matters and advice on rural affairs.  Jonathan advises on Wills, Estate administration and powers of attorney, as well as acting as attorney for clients that are no longer able to manage their affairs.  According to a client testimonial Jonathan “makes everything crystal clear”. 

 

Nigel Scase - Nigel is a Chartered Tax Adviser who came from an accountancy background.  He joined the firm in 1998 and is the longest serving member of the Private Client team.  Nigel puts his accountancy skills to use in probate and trust administration matters and advises on a wide variety of personal tax issues. 

 

Martine Swaep - Martine joined Greene & Greene in 2000 and has trained with the firm to become a Trust and Estate Practitioner and Tax Technician.  Martine’s expertise ranges from planning for the future through to assisting clients after bereavement.  Martine has particular experience of dealing with intestacy cases, recently having finalised an estate where it was necessary to trace and liaise with 31 beneficiaries.  Martine prides herself on helping clients to find a practical way forward when they are facing difficult times and according to client testimonials she is “professional and efficient” and “prompt and courteous”. 

 

Sandra Bowden - Sandra deals with estate administration and assists Wayne and Jonathan in looking after individual client affairs under powers of attorney and the Court of Protection.  Sandra can take the difficulty out of dealing with day-to-day matters when an individual starts to lose capacity by taking the necessary steps to ensure both they and their assets are protected.  Working with Martine, Sandra is also able to advise on all aspects of drafting, registering and acting under powers of attorney and associated Court of Protection applications.  Client testimonials note that she is “highly professional” and “very efficient and sensitive".

 

Natalie Stoter - advises on tax matters, including estate planning, tax mitigation and structuring issues. She provides legal advice to high net worth individuals, entrepreneurs, national and international owner-managers, partnerships and joint ventures on a wide variety of tax related matters.

 

 

To make a no obligation enquiry click here.

Principal contacts

 

Wayne Perrin

Wayne Perrin

 

Jonathan Mathers

Jonathan Mathers

 

Nigel Scase

Nigel Scase

 

Martine Swaep

Martine Swaep

 

Sandra Bowden

Sandra Bowden

 

Natalie Stoter

Natalie Stotoer

 

Download our information guide:

 

Executors and their obligations

 

Click to download

Latest from our clients

 

"May I once again thank you for all your kind attention and help during what was, for me, a very difficult time. This was greatly appreciated."