Matthew Porter

Senior Associate

Private Client

Biography

I am a Senior Associate in Tees’ Private Client team. Based in our Cambridge office. I advise individuals, families, trustees, attorneys and personal representatives across both the UK and internationally on a broad range of private client matters, including:

I am a Full Member of the Society of Trust and Estate Practitioners, having successfully passed the STEP Diploma with a Distinction.

Since qualifying as a solicitor in 2016, I practised across London, Cambridge and Kent. Prior to joining Tees, I worked at an international private client law firm in London, advising high-net-worth and ultra-high-net-worth individuals, families and family offices on complex succession, trust and tax planning matters. I also advise clients on HMRC compliance investigations and disclosures, and advise farming families and landowners on succession planning, including transferring family farming businesses and agricultural property between generations.

My work frequently involves complex probate matters, including estates with international assets, overseas beneficiaries and cross-border succession issues. I regularly advise personal representatives on applications for grants of representation in both testate and intestate estates, creditor grant applications, resealing foreign grants in England and Wales, and the administration of estates involving trusts, business interests, and disputed issues. I advise on estates with overseas assets and beneficiaries and work alongside foreign lawyers and advisers to navigate the administration of cross-border estates (when required). I also regularly advise trustees and beneficiaries on the ongoing administration of lifetime and Will trusts, including taxation, governance and succession matters.

I also have considerable experience in matters where an independent administrator has been appointed, whether by the court or by agreement between the parties. In such matters, I manage the day-to-day administration of complex and highly sensitive estates.

 

Expertise

Declaration of Trust for PropertyDeed of VariationInheritance TaxLater Life PlanningLasting Power of AttorneyMaking a WillProbate and Estate Administrationsuccession planningTrustsWills, Probate and Estate Planning (Farming)

Awards and accreditations

Articles from Matthew

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