As an Associate within the Tax and Financial Services Litigation team, Matthew regularly acts for corporates and individuals, dealing with a variety of disputes relating to investments, negligent tax planning, tax avoidance schemes, pensions and HMRC enquiries and negotiations. In addition, Matthew advises financial institutions and FCA regulated firms on their regulatory obligations.

Matthew’s specialism is advising on complicated financial products that have been mis-sold or negligently implemented.  This will often include resolving issues with HMRC (which includes commencing tax tribunal proceedings where necessary) and/or pursuing the professional adviser who provided the negligent advice.   Matthew has a depth of knowledge in relation to most financial products and tax schemes and brings this to bear against HMRC and the negligent advisers.

Other areas of experience include commercial contract disputes (including incorporation of terms and Sale of Goods Acts 1979 claims), partnership disputes and defended debt actions.  As a Solicitor-Advocate Matthew carries out a lot of his own advocacy, including interim applications (such as summary judgment, strike out and case management conferences) and a variety of trials.

Matthew was identified in the Legal 500 2017 as a “next generation lawyer”.

Experience

  • Advised executrix of estate in claim against deceased’s ex-financial adviser for negligent pension advice. 
  • Acted for an individual following negligent advice relating to pension investment.
  • Advised client in a claim against financial adviser for negligent investments within his SIPP, including Unregulated Collective Investment Schemes.
  • Acted for a number of individuals and companies in relation to SDLT (Stamp Duty Land Tax) avoidance schemes including negotiating with HMRC and resolving professional negligence claims against previous advisers.
  • Successfully defended a summary judgment application brought by HMRC against our client – resulting in preferable settlement terms being agreed.
  • Acted for a company in relation to a mis-sold GSOP (Growth Securities Ownership Plan) tax scheme, including resolving a several hundred thousand pound demand from HMRC.
  • Assisted High Net Worth Individual in claim against financial adviser for significant tax payments arising as a result of failed Enterprise Zone Syndicate schemes.
  • Acted for clients in relation to claims arising from use of various Future Capital Partners schemes, including various Film Fund schemes and more recently the Elysian Fuels schemes.
  • Commenced proceedings in the First Tier Tax Tribunal against HMRC for unreasonable refusal to allow a late appeal of an internal review.  Resulted in preferential settlement terms.
  • Acted for numerous limited companies and directors for claims against previous accountants for negligently advising use of an EBT / EFRB (Employee Benefit Trust / Employer Financed Retirement Benefit Scheme) tax planning.  Cases have alsu included the use of a Non-Resident Trusts and cross-border property transactions.
  • Acted for limited company and director against accountant for negligent use of an income tax avoidance scheme known as a Class E Share Scheme.
  • Advised client in relation to HMRC enquiry and claim against previous accountant following the failed use of a Seed Enterprise Investment Scheme.
  • Acted for husband and wife in sizeable breach of contract claim against lender following the lenders failure to obtain the right valuation report.  Matter went to trial in the Technology and Construction Court resulting in £300,000 damages and costs award to our client (Moore and Hegelund -v- National Westminster Bank UK Plc).
  • Acted for two LLPs in a claim for damages for breach of numerous duties by a previous member of the LLP, including elements of fraud and deceit.
  • Successfully obtained specific disclosure against a public authority under the Public Contracts Regulations 2006.  This was as part of a larger claim, acting on behalf of an international limited company contesting the award of a multi-million pound contract to a competitor following a flawed public procurement process (Geodesign Barriers Limited -v- The Environment Agency [2015] EWHC 1121 (TCC)).

Reported Cases

Career

Matthew read law with German law and German language at the University of Surrey, and obtained a distinction in his Legal Practice Course at Kaplan Law School in London.  Matthew trained at WH and joined the commercial litigation team in 2014.

Interests

Matthew enjoys golf and football as his main sports, and is a keen triathlete.  Outside of the sporting arena, Matthew can be found treading the boards in any and all aspects of theatre, and leading the tenor section in a local jazz choir.