Matthew Boggis

Areas of expertise

Matt advises high net worth individuals on a wide range of private client matters. This includes a number of private equity execs and business owners, 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 ten 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 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