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Matthew Bennett

Matthew Bennett_web

Partner
Private Client & Tax

+44 (0) 20 7079 8128 download vcard
Matthew Bennett_web

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

18 min read 04 Jan 2021 The GDPR for English law trusts and estates

We live in an increasingly regulated world and data protection is an area of more extensive compliance since the introduction of the EU’s General Data Protection Regulation in May 2018.

 Read more 4 min read 18 Dec 2020 What can be done where trustees or personal representatives have made a mistake?

In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.

 Read more 5 min read 24 Nov 2020 CGT Review

In July, the Chancellor commissioned the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax.

 Read more 4 min read 24 Nov 2020 Wealth Tax Evidence Papers

A group calling themselves the ‘Wealth Tax Commission’ have published a series of evidence papers…

 Read more