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Matthew Bennett

Matthew Bennett, Private Wealth Partner, Boodle Hatfield

Partner
Private Client & Tax

+44 (0) 20 7079 8128 download vcard
Matthew Bennett, Private Wealth Partner, Boodle Hatfield

Matthew advises both UK and overseas resident individuals and families on the management of their legal, personal and tax affairs, and on the transfer of wealth down the generations.

Much of his work includes advising on trusts and other asset holding structures. His client base ranges from entrepreneurs and company directors, to authors and artists. He also advises UK and overseas trustees and other fiduciaries on their duties and responsibilities and particular aspects of trust law. He acts as executor and as trustee for his clients and for a number of charitable trusts.

Matthew qualified and worked in the City before moving away from London and becoming a partner in 2000. He returned to London in 2015 and joined the Firm in 2020.

Areas of Practice

Private Client, International Wealth Planning, Trust & Succession Planning, Family Business, International,  Wills & Lasting Powers of Attorney, Probate & Administration of Estates, Tax & Advisory, Entrepreneurs, Trusts & Divorce, Charities, Philanthropy & Non-Profit, Heritage Property and Art, Landed Estates

Track Record

Acting for a UK resident foreign national on his relocation to Switzerland including advising on the UK tax implications of dismantling an existing structure and creating a new Swiss structure, working with lawyers in Switzerland and other relevant jurisdictions

Acting for a UK family and advising in relation to several significantly valuable UK trusts, their governance and the legal and tax aspects of their investment strategy

Acting for a European family with significant business interests both on the continent and in the UK, advising on estate planning, the family trusts and the proper holding structure to ensure the continuance of the business down the generations

Acting in relation to the variation of a family trust holding the largest shareholding in a substantial property business

Memberships

Chartered Institute of Taxation

Education & Qualification

Magdalene College, Cambridge

Qualified as a solicitor in 1994

Chartered Tax Adviser (CTA)

Acting for a UK resident foreign national on his relocation to Switzerland including advising on the UK tax implications of dismantling an existing structure and creating a new Swiss structure, working with lawyers in Switzerland and other relevant jurisdictions

Acting for a UK family and advising in relation to several significantly valuable UK trusts, their governance and the legal and tax aspects of their investment strategy

Acting for a European family with significant business interests both on the continent and in the UK, advising on estate planning, the family trusts and the proper holding structure to ensure the continuance of the business down the generations

Acting in relation to the variation of a family trust holding the largest shareholding in a substantial property business

Chartered Institute of Taxation

Magdalene College, Cambridge

Qualified as a solicitor in 1994

Chartered Tax Adviser (CTA)

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Recommended by Matthew

3 min read 24 Jun 2022 Boodle Hatfield shortlisted for four awards in the STEP Private Client Awards

We are delighted to announce that we have been shortlisted for four categories in the STEP Private Client Awards.

 Read more 4 min read 21 Jun 2022 Can I claim back tax on digital losses?

In the Financial Times, Private Wealth Partner, Geoffrey Todd considers the fluctuations in the value of your cryptoassets and whether investors who have made significant losses should claim tax relief.

 Read more 5 min read 15 Jun 2022 UK’s Top 100 family businesses stay strong through pandemic – turnover drops just 4% compared to UK average of 11%

In The Times, Private Wealth Partner, Hayden Bailey comments on how the top 100 family-owned businesses stay strong through pandemic compared to all UK businesses.

 Read more 2 min read 15 May 2022 Fresh Perspectives Contentious Trusts Conference 2022

Partner and Head of Private Wealth, Andrea Zavos is co-hosting the fourth Fresh Perspectives Contentious Trusts Conference on May 15 – 16. Senior Associate, James Woods-Davison, will be joining Andrea in Barcelona for the conference.

 Read more