Matthew Davies, ATT FCCA CTATax Partner

Matthew is a Chartered Certified Accountant and Chartered Tax Adviser with over 20 years’ experience advising individuals, families, and owner-managed businesses on navigating the complexities of the UK tax landscape.

He has built his career on developing long-term, trusted relationships with clients, supporting them through both day-to-day tax matters and significant life and business events. He specialises in providing clear, practical solutions to complex tax issues, with particular expertise in Capital Gains Tax, succession planning, and family company restructuring. Matthew regularly advises on transactions, business reorganisations, and inter-generational planning, helping clients protect and grow their wealth while ensuring tax efficiency and compliance.

Alongside his technical tax expertise, Matthew provides commercially-focused business advice, drawing on his extensive experience to support clients in making strategic decisions, managing risk, and identifying opportunities for growth. His pragmatic and results-driven approach ensures that tax advice is aligned with broader business objectives, delivering real-world value beyond compliance.

Known for his clear and approachable style, Matthew is able to distil highly technical legislation into straightforward, actionable guidance. He takes pride in ensuring clients fully understand their options, enabling them to make informed decisions with confidence. He also works closely with other professional advisers, including lawyers and financial planners, to deliver joined-up, holistic solutions tailored to each client’s circumstances.

Outside of work, Matthew is a passionate Formula 1 enthusiast and has not missed a race in over two decades. He is currently studying for a law degree, further strengthening his legal understanding and enhancing the breadth of insight he brings to client advice.