About
Matthew provides UK tax and estate planning advice to a wide of variety of internationally mobile clients and is particularly noted for his UK tax and estate planning work for clients connected to the US and Canada. His clients include families, trustees, beneficiaries, family offices, entrepreneurs, and private banks. He also regularly advises on the UK tax treatment of foreign entities including foundations and trusts and UK residential property holding structures.
Matthew is admitted to practise in England and Wales.
Experience
- Advising internationally mobile families on UK tax, relocations to and from the UK and estate planning and succession laws applicable to their global assets.
- Advising families on pre-immigration and pre-emigration tax planning and UK residence rules.
- Advising a wide variety of US connected clients on:
- The impact of the post-April 2025 UK tax rules, including the new four-year regime for “qualifying new residents” and transitional reliefs.
- The effective use of trusts and other entities for efficient estate and tax planning.
- The interpretation for UK inheritance tax, income tax and capital gains tax purposes of various US entities (including revocable trusts and LLCs).
- The application of the US/UK estate tax double tax treaty to determine how trusts/grantors/settlors/beneficiaries should be taxed in each jurisdiction and to minimise their incidence of UK and US estate taxes.
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Advising clients with connections to Canada on pre-emigration tax planning and UK residence rules.
- Reviewing and restructuring UK residential property holding structures.
- Advising non-UK trustees on the validity of trusts and delegation of their investment duties.
Matthew was recognised as a NextGen Leader in 2024 by eprivateclient and is a contributor to the STEP’s Responsible Stewardship Toolkit.
