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

4 min read 15 Jan 2025 Should I stay in the UK under new non-dom rules?

In the Financial Times Private Wealth Partner, Julie Howard, analyses the impact of the updated non-dom tax regime on those UK resident domiciled overseas.

 Read more 5 min read 09 Jan 2025 Navigating philanthropy in the Global South

Last year, we hosted a thought-provoking panel discussion looking at how philanthropists can navigate the Global South and have a big impact with their charitable giving. Hosted by Private Wealth Partner, Clare Stirzaker, the discussion was enriched with some leading philanthropy experts Clare Woodcraft, Jamie Fyleman, Jean Sattijo Tanudjojo, Kamal Munir, Dr Nitya Mohan Khemka and Sonal Shah. Where together, they explored case studies along with learnings from the new book ‘Reimagining Philanthropy in the Global South’.

 Read more 5 min read 02 Dec 2024 Remember A Charity launches wealth adviser committee

Remember A Charity has announced it has set up a committee of wealth advisers to build expertise within the advisory profession and to champion and promote legacy giving amongst high-net-worth clients, where Clare Stirzaker assumes the role of Committee Chair.

 Read more 5 min read 25 Nov 2024 The role of family businesses

Today marks the start of ‘Family Business Week’ – a week-long celebration highlighting the vital role family-owned businesses play in shaping and supporting their local communities, economy, and natural environment. Led by Family Business UK, the 4th annual celebration runs from 25 – 29 November and shines a light on the amazing work of family businesses and their leaders across the country, ensuring the contribution they make to our economy and communities is recognised and celebrated.

 Read more