Michael Calfe

Michael Calfe


Wills, Trusts & Probate

Call: 01344 294 916

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I trained at a Legal 500 ranked firm in Surrey before moving to a well regarded practice upon qualification to specialise in all aspects of Private Client work.  I joined the team at Bonnetts in March 2016 as part of their expanding Wills & Probate department.  I deal with the following:-

- drafting Wills - including inheritance tax planning, protection of assets (eg from care home fees) and the inclusion of trusts in your Wills.

- Administration of Estates - I can advise and deal with all matters in relation to administering the estate and applying for the Grant of Probate and I have dealt with large taxable estates, estates which include assets abroad and intestacies.

- Mental capacity - I deal with Lasting Powers of Attorney, the registration of Enduring Powers of Attorney and applications to the Court of Protection for Deputyship orders.  I also manage the affairs of clients who no longer have capacity.

- Trust administration - I advise on the setting up of Trusts during your lifetime or through your Will and also advise the Trustees on managing the Trust, which includes the tax implications of the Trust and the role of the Trustee.

I enjoy my work immensely because of the relationships I build with families to help them in various ways, be it protecting their wealth or helping them through a difficult time.  I do this in an understanding, professional and down to earth manner.

I am a full member of the Society of Trust and Estate Practitioners (STEP) having completed the Diploma in Administration of Trusts and Estates."

In my spare time I go to the gym regularly, watch as much sport and movies as I can and enjoy socialising with friends and family.