Matthew Bennett - Private Client and Tax Partner - London

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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

5 min read 17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?

In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.

 Read more 12 min read 15 Apr 2024 Are trusts an appropriate vehicle to hold shares in a family business?

Using trusts as part of the ownership strategy for family businesses can enable succession planning while providing flexibility, asset protection and an ability to keep the voting block held together by trustees. In the Tax Journal, Partner, Hayden Bailey clarifies when and how trusts are likely to be appropriate for family businesses.

 Read more 4 min read 11 Apr 2024 The end of the current ‘non-dom’ tax regime – what has been proposed?

Plans were announced at the Spring 2024 Budget on 6 March 2024 to abolish the current ‘non-dom’ tax regime and move to a residence-based system from 6 April 2025.  These changes are very wide reaching and will present opportunities for some and create challenges for others.

 Read more 5 min read 10 Apr 2024 Non-Dom Changes – A New Landscape For UK Immigration?

In WealthBriefing, Immigration Partner, Zoe Jacob examines the UK government’s plan to phase out the long-standing resident non-domicile system and the knock-on effects the changes will have on the UK’s immigration landscape.

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