Areas of Practice
Track Record
Advising on devolution of shares in a large family business
Advising on structuring of foreign life assurance
Advising mixed business on tax efficient structuring
Advising foreign trustees on the interpretation of trust instruments and associated reclaim of tax from HMRC
Advising on complex domicile analysis
Awards & Rankings
Legal 500, Leading Partner, 2025
Legal 500, Next Gen Partner, 2023 – 2025
Chambers HNW, Ranked Individual, 2019 – 2024
eprivateclient 50 Most Influential, 2024
Legal 500, Leading Individual, 2020 – 2024
Tatler HNW Address Book 2020, Specialist in Tax & Trusts and Founding Partner
Legal Week Private Client Elite, One to Watch, 2019
Legal Week Private Client Elite, Top 200, 2018 & 2021
Chambers HNW, Up and Coming, 2017 – 2018
Conference Speaking
Private Client Forum, The New Generation’s relationship with money, tax and investments: The morality of wealth in 2019
Publications
A Legacy Intact: safeguarding your family business in the event of divorce
Business Families and Family Businesses STEP Handbook for Advisers 2018
Memberships
City branch of the Society of Trust and Estate Practitioners (STEP)
TAGLaw/TIAG international tax group steering committee
Society of Trust and Estate Practitioners (STEP) (STEP student liaison officer)
Chartered Institute of Taxation
Education & Qualification
Qualified as a solicitor in 2002
Recommended by Hayden
In PrimeResi, Partner and Head of Private Wealth, Hayden Bailey explains how prime residential estates are radically evolving amid the great boomer wealth transfer.
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Read more 4 min read 08 May 2024 The Lessons in Legacy Podcast: Do we underestimate the impact that divorce, incapacity or death can have on a legacy?In the latest episode of The Lessons in Legacy Podcast, Clare Stirzaker, Hayden Bailey, Katie O’Callaghan and Nicola Bushby discuss a series of topics that can often be underestimated when it comes to planning for the future.
Read more 11 min read 31 Oct 2024 Autumn Budget 2024: Non-Domicile TaxationPartner, Laurence Morgan and Legal Director, David Lingham outline the long-awaited details of the proposed changes to the “non-dom” regime that were revealed as part of the Autumn Budget announced by Rachel Reeves on 30 October 2024.
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