Matthew Penley

He is good at listening to clients, is efficient and has a strong level of attention to detail in his work. He can quickly establish positive working relationships with clients that last for many years.

Matthew has worked in Gloucestershire for most of his career and his clients base is often based within the county, but he can work effectively with Executors and Trustees across the Country.

He has several years of experience in the preparation of Wills for clients, including Wills containing discretionary or life interest trusts. He has dealt with many estate administrations, including those where Inheritance Tax is chargeable.

Matthew also has experience in preparing lifetime settlements for clients, advising on Inheritance Tax and the preparation and registration of Lasting Powers of Attorney.

He quickly understands a client’s requirements and the best ways to achieve them. He explains technical legal issues in clear everyday language and responds effectively when required to work to urgent timescales.