Melanie is an Associate in Steele Raymond’s Private Client team in Bournemouth. She is a Chartered Legal Executive and CILEx Probate Practitioner.
Advising on and drafting wills, including advice to families with vulnerable beneficiaries
Power of attorney
Advising on and creating Lasting Powers of Attorney, advising on mental capacity issues, advising deputies and attorneys with decision making under the Mental Capacity Act 2005, registering Enduring Powers of Attorney with the Office of the Public Guardian, making applications to the Court of Protection, both domestically and in cross-border jurisdictions
Estate administration and estate planning
Inheritance and Capital Gains Tax
Inheritance tax and capital gains tax planning
Wills and Estate Administration
Acting for a range of individuals and families in the administration of estates and estate planning
Working with charities on estate administration and advising on maximising legacy income
Inheritance Tax planning, including advise on the nil rate band, residence nil rate band, lifetime giving, lifetime trusts and deeds of variation
Court of Protection
Making applications to the Court of Protection for deputyship or court decisions, for both financial and health and welfare matters, where there is no power of attorney in place for a person who lacks capacity, or the decision in question requires the court’s approval
Elderly and Vulnerable Clients
Acting for elderly and vulnerable clients where there are issues surrounding capacity and best interest decisions; management of financial affairs on behalf of the client under an attorneyship or deputyship
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