Mathew Roper - 5 Stone Buildings
Junior counsel

Mathew Roper

Call to Bar:2011

Chambers and Partners 2016 Chancery Traditional

5 Stone Buildings is a go-to traditional chancery set with a depth and breadth of talent and experience among both its silks and its junior counsel.

Mathew has a busy Chancery practice with a particular emphasis on trusts, estates, related professional negligence and the property and affairs jurisdiction of the Court of Protection.

Mathew also accepts ecclesiastical law instructions.

About Mathew Roper

Chancery

Mathew’s practice is focused on contentious trust and estate litigation. He is regularly appears in the High Court and County Court in claims for directions, claims concerning breaches of trust and devastavit, claims for the removal of trustees and substation of executors, claims to vary trusts or extend trustees’ powers, claims to challenge the validity of wills and claims for reasonable financial provision. He is also experienced in litigation involving rectification and rescission, the beneficial ownership of property, the doctrine of proprietary estoppel and claims to set aside vulnerable transactions.

Mathew’s litigation practice is complemented by a busy non-contentious practice. He regularly advises trustees, executors and beneficiaries alike on the administration of trusts and estates and issues of related capital taxation.

Notable cases in this area include:

Bullard v Bullard [2017] EWHC 3 (Ch). Mathew acted for the successful claimant in her claim to rectify a settlement created as part of a “double trust scheme”.

RNLI v Headley [2016] EWHC 1948 (Ch); [2016] WTLR 1433. Mathew acted for the successful claimants in their claim for an account and disclosure of trust documentation.

Fielden v Christie-Miller (see [2015] EWHC 2940 (Ch)). Mathew acted with Penelope Reed QC for the claimant and Part 20 defendant in litigation concerning an Oxfordshire estate worth in excess of £40M. The claim primarily concerned a claim to rectify a deed of appointment and the doctrine of proprietary estoppel.

Barton v Willey (2015). Mathew acted with David Rees QC for a deputy and litigation friend in a claim concerning an alleged contract to pay care fees in excess of £10M. The defence concerned, amongst other things, undue influence and unconscionable bargain.

Cotton v Earl of Cardigan (see [2014] EWCA Civ 1312). Mathew acted at first instance for the trustee of a sub-trust and the principal beneficiary thereof in an application to bless a proposed sale of trust property for over £11M.

Court of Protection

Mathew has considerable Court of Protection experience. He is regularly instructed by the Official Solicitor, the Public Guardian and others in contested deputyship applications, applications for statutory wills and estate planning gifts and applications concerning the validity, registration and revocation of enduring and lasting powers of attorney.

Notable cases in this area include:

Re AR [2018] EWCOP 8. Mathew acted for the Public Guardian in proceedings concerning the validity of various bulk orders made for the remuneration of a professional deputy.

A v D [2017] EWCOP 8; [2017] WTLR 819. Mathew acted with Christopher Tidmarsh QC in a statutory will application concerning, amongst other things, the effect of a compromise of undue influence proceedings brought by P against one of her sons.

Ecclesiastical

Mathew is experienced in the field of ecclesiastical law, having appeared in the consistory courts as sole counsel Re St Peter, Brighton (22 June 2012) (Chichester) and as a junior Re St Cyriac, Lacock (4 December 2012) (Bristol). He is available to accept instructions at all stages of the Church of England’s faculty jurisdiction.

Education

Mathew read Ancient and Medieval History at the University of Birmingham, graduating top of his year with First Class Honours. After completing the Graduate Diploma in Law, Mathew was graded “Outstanding” on the Bar Professional Training Course at City Law School. Mathew received the Terence Fitzgerald Scholarship and an accommodation award from Middle Temple and was called to the Bar in July 2011 with the Certificate of Honour.

Professional Memberships

Mathew is a member of the Chancery Bar Association and the Ecclesiastical Law Society.

Publications and Lecturing

Mathew writes and speaks widely within his area of expertise. He is the succession correspondent for Private Client Business and a regular contributor to Trusts & Estates and the Solicitors for the Elderly’s Newsletter.

Articles include:

Bullard v Bullard (forthcoming)

• Payne v Payne: a legislative change of form not substance? (Private Client Business (2018) (5)).

“Remuneration of Deputies” (Trusts & Estates 2018, May, 6-8)

• “Rectification: mistakes and fiscal objectives” (Trusts & Trustees 2017 23(7))

“Accounting Rights: classified information” (Trusts and Estates Law & Tax Journal, No. 185 (April 2017))

“Accounting, disclosure, and trustees’ costs” (Trusts & Trustees 2017 23(2))

“Recent Contested Deputyship Decisions” (Private Client Business 2016(4))

“Chancel Repair Liability: is the ordeal over yet?” (August 2012)

“Lilleyman v Lilleyman: approaching ‘non-matrimonial property’ Under the Inheritance Act” (Elder Law Journal 2012(4))

Lectures include:

“Re AR” (October 2018)

• “Illusory trusts” (September 2018)

• “Joint property: land and bank accounts” (August 2018)

“A v D: Statutory Wills in the Spotlight?” (July 2017)

• “Knowledge & Approval: suspicious minds” (July 2017)

• “The Residential Nil-Rate Band” (June 2017)

• “Public Trustee v Cooper Applications” (September 2016)

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