UK
Ireland
Matt advises high net worth individuals on a wide range of private client matters, helping them structure their affairs in a tax-efficient manner and aide succession planning.
Matt also advises clients seeking residency advice, for example moving to/from the UK and planning with this in mind.
Experience
Matt has over twelve years of experience in tax and works closely with his clients to ensure their affairs are structured to meet their key objectives. He has a varied client base, advising high net worth individuals, business owners and internationally mobile clients.
Specific areas of expertise include:
- Family wealth planning and structuring, including the use of Family Investment Companies and Trusts.
- Business restructuring and succession planning, including incorporations of trading and property investment businesses.
- Advising individuals coming to or leaving the UK and associated tax planning pre and post arrival/departure.
Notable client work & achievements
Listed 8th in the Accountancy Age 35 under 35 rankings in 2021.
Winning four prizes in his CTA finals in 2018, including The Institute Medal.
Professional qualifications & memberships
- Chartered Tax Adviser
- Chartered Accountant
Article
AI versus the personal tax adviser
AI technology is impressive, and if used in the right way it can excel, freeing up time for professionals to focus on more strategic tasks. But how does it fare as a replacement for a personal tax adviser?
