Matthew Harrison

Senior associate | London

Matthew is a senior associate in the private client and tax team.

His practice includes tax, trust and estate planning for domestic and international families, individuals, and businesses. He has particular expertise on the taxation of pension schemes and similar arrangements, especially in an international context.

Secretary Lois Johnson

Track record

Admissions

Publications

Memberships

Talks

Advising a trustee in connection with a tax-efficient distribution of assets (circa £100m) from an EFRBS to an individual in Italy; consideration of treaty; consideration of disclosure requirements.

Advising a US law firm with a London office on the tax and reporting aspects of excepted group life arrangements; drafting trust documentation.

Advising an internationally mobile employee on the UK taxation and NICs implications of employment-related securities options; reclaiming overpaid tax and NICs from HMRC.

England and Wales, 2008

The Taxation of Private Pension Schemes and their Beneficiaries (Sweet & Maxwell; 3rd edition August 2020).

Sweet & Maxwell’s Law of Pension Schemes (looseleaf) (co-author).

Parry: pension transfers and omissions (Tax Journal, 18 September 2020).

Association of Pension Lawyers

QNUPS: an overview (webinar given to the Federation of European Independent Financial Advisers, November 2020).

FA 2017 changes to the taxation of non-UK pension schemes (seminar given to the International Association of Consulting Actuaries, London, February 2020).

Recent changes to the taxation of benefits from non-UK pension schemes (seminar given to the Jersey Pensions Association, Jersey, September 2019).

Education


Languages


  • English

Dates


Joined

2019

London

20 Old Bailey,

London,

EC4M 7AN

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