Private Wealth Law
Bristol and surrounds
5 years ranked
Private Wealth Law
Bristol and surrounds
5 years ranked
Provided by Rothley Law Ltd
With extensive experience in future planning, private wealth, and Court of Protection matters, Heledd specialises in private client services and long-term care. She provides expert guidance on wills, powers of attorney, long-term care, and asset protection for both individuals and business owners.
Based in Bristol, particularly well-regarded for her expertise in long-term and elderly care issues including issues surrounding financial abuse. Her in-depth knowledge of care system funding, especially in navigating local authority assessments and challenging their decisions, makes her invaluable to clients planning for their own or loved ones’ care. She has significant experience with NHS Continuing Healthcare funding and contested applications to the Court of Protection for both property and finance and health and welfare matters. She is also a trusted advisor on inheritance tax planning and trusts.
Heledd is nationally recognised as an expert in her field and is regularly invited to deliver training and is sought after for commentary in legal forums and the national press. In 2021, Heledd was awarded ‘Lawyer of the Year’ by the Bristol Law Society. She has also been shortlisted for two additional accolades: the STEP Trusted Adviser Award and the Today’s Wills & Probate Industry Champion Award.
“Heledd Wyn is very knowledgeable, approachable and eminently pragmatic in her approach.”
“Heledd Wyn just gets things done. In an every-friendly and unruffled way. Nothing goes unchallenged, nothing is forgotten but always calmly, efficiently, and effectively.”
Professional highlights:
Complex family business succession planning – I balanced competing business and personal interests to achieve the outcome that the family were entirely happy with
I provided multi-generational tax planning by preparing wills trusts and providing inheritance tax advice
I worked with an Independent Financial Advisor to obtain NHS Continuing Healthcare (NHS CHC), where a spouse was being charged for respite care, on top of several other care bills. From paying in excess of £900 a week, to the NHS paying considerably more (in full) to cover the complete cost of the husband’s care
I worked with a family farming business to obtain a reduction in care fees payable from over £75,000 to £17,000 with the ultimate outcome that the ongoing fees were paid by the local authority
On a complex Court of Protection application, I worked with an independent Deputy to ensure that the wishes and feelings of the individual were heard regarding where and how the individual at the heart of the case should live their life wholly independently balancing competing views and interests of a number of parties
I was instructed in a contentious Court of Protection application that spanned two separate legal jurisdictions and how care should be paid for and in which jurisdiction that care should be provided
I prepared a cross-jurisdictional Court of Protection application to enable the sale of a property in France where the owner had lost capacity
I have been instructed in contested Court of Protection applications where declarations as to best interests were required
Provided by Chambers
Heledd Wyn of Rothley Law has strong experience in trusts and related matters, including wills and LPAs. She also frequently advises on Court of Protection matters.
Provided by Chambers
Heledd has strong client care skills and is excellent at networking.
Heledd is very client-focused.
Heledd has a really good reputation in the Court of Protection space and is very much client first.
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