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)
Recommended by Matthew
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 2022Partner 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.
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