Heledd Wyn

Parner - Head of Private Clients & Long Term Care, Shakespeare Martineau, Bristol

Heledd Wyn is a Director and Head of Private Client & Long Term Care with over 15 years’ experience across a range of future planning, private wealth and Court of Protection work.

Specialising in future planning, Heledd provides expert advice and guidance in respect of Wills, Powers of Attorney, long-term care, and asset protection to both private individuals and business owners. She also provides advice on inheritance tax and trusts.

Heledd is well known for her expertise in long-term and elderly care matters. Her knowledge of navigating the legal aspects of the care system, particularly the funding of care and challenging the decisions made by local authority assessments, make her invaluable to those dealing with care planning for themselves, or their loved ones. Heledd has particular experience in dealing with NHS Continuing Health Care funding and Court of Protection applications.

Heledd is a member of STEP and sat on the STEP Mental Capacity Global Special Interest Group for six years. She is an accredited member of Solicitors for the Elderly and is proud to be a trustee of BRACE – an independent charity committed to defeating dementia through supporting scientific research.

Heledd is nationally recognised as an expert in her field as demonstrated by the requests to deliver training and commentary in both legal and national press.

Examples of work Heledd specialises in:

  • Collaboration with our Commercial & Corporate team on a complex family business succession planning exercise – balancing competing business and personal interests to achieve the outcome that the family were entirely happy with.
  • Multi-generational tax planning by preparing wills trusts and providing inheritance tax advice.
  • Working 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.
  • Working 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.
  • Complex Court of Protection application working with an independent Deputy to ensure that the wishes and feelings of the individual were heard regarding where and how they should live their life wholly independently balancing competing views and interests of a number of parties.
  • 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.
  • Cross jurisdictional Court of Protection application to enable the sale of a property in France where the owner had lost capacity.

Publications & Presentations  

Heledd Wyn is a Director and Head of Private Client & Long Term Care with over 15 years’ experience across a range of future planning, private wealth and Court of Protection work.

Specialising in future planning, Heledd provides expert advice and guidance in respect of Wills, Powers of Attorney, long-term care, and asset protection to both private individuals and business owners. She also provides advice on inheritance tax and trusts.

Heledd is well known for her expertise in long-term and elderly care matters. Her knowledge of navigating the legal aspects of the care system, particularly the funding of care and challenging the decisions made by local authority assessments, make her invaluable to those dealing with care planning for themselves, or their loved ones. Heledd has particular experience in dealing with NHS Continuing Health Care funding and Court of Protection applications.

Heledd is a member of STEP and sat on the STEP Mental Capacity Global Special Interest Group for six years. She is an accredited member of Solicitors for the Elderly and is proud to be a trustee of BRACE – an independent charity committed to defeating dementia through supporting scientific research.

Heledd is nationally recognised as an expert in her field as demonstrated by the requests to deliver training and commentary in both legal and national press.

Examples of work Heledd specialises in:

  • Collaboration with our Commercial & Corporate team on a complex family business succession planning exercise – balancing competing business and personal interests to achieve the outcome that the family were entirely happy with.
  • Multi-generational tax planning by preparing wills trusts and providing inheritance tax advice.
  • Working 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.
  • Working 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.
  • Complex Court of Protection application working with an independent Deputy to ensure that the wishes and feelings of the individual were heard regarding where and how they should live their life wholly independently balancing competing views and interests of a number of parties.
  • 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.
  • Cross jurisdictional Court of Protection application to enable the sale of a property in France where the owner had lost capacity.

Publications & Presentations  

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