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About Melanie

Melanie is an Associate in Steele Raymond’s Private Client team in Bournemouth. She is a Chartered Legal Executive and CILEx Probate Practitioner.

Melanie acts for individuals and families in administering estates, preparing wills, trusts, powers of attorney and court of protection applications. Melanie is also a member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly (SFE).

Specialisms

  • Wills

    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

  • Estates

    Estate administration and estate planning

  • Inheritance and Capital Gains Tax

    Inheritance tax and capital gains tax planning

In Practice

  • Wills and Estate Administration

    Acting for a range of individuals and families in the administration of estates and estate planning

  • Charities

    Working with charities on estate administration and advising on maximising legacy income

  • Inheritance Tax

    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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