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Overview
Matthew is a London-based Tax and Trust Manager in the Private Client team with over 25 years’ experience in trust taxation, accounting and administration. He advises settlors, trustees and beneficiaries on the management and taxation of trusts, helping clients meet their fiduciary obligations while navigating complex tax issues. Matthew is known for his practical, detail-oriented and solutions-focused approach, providing clear guidance on trust administration, inheritance tax, capital gains tax and income tax matters. His extensive experience spans private client advisory work, family offices and charitable trusts.
Expertise
Matthew specialises in:
- Trust taxation, accounting and administration
- Advising trustees on fiduciary duties and governance responsibilities
- Inheritance tax (IHT) planning and compliance
- Capital gains tax (CGT) advice relating to trusts and estates
- Taxation of trust income and reporting obligations
- Preparation and review of trust accounts
- Estate and wealth structuring support for private clients
- Trust management for high-value and multi-generational family structures
- Administration of charitable trusts and philanthropic structures
- Family office administration and governance
- Advising settlors, trustees and beneficiaries on complex trust matters
Qualifications & Accreditations
Matthew has specialised in trust taxation, accounting and administration since 1997. Before joining Payne Hicks Beach in February 2022, he spent 11 years at Crowe LLP, a leading London-based accountancy firm, before moving into the legal sector with Withers LLP in 2011. He has also headed a family office and administered multi-million-pound charitable trusts.
