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
eprivateclient 50 Most Influential, 2024
Spear’s 500, Top Recommended Tax Lawyer, 2023
Chambers HNW, Ranked Individual, 2019 – 2023
Legal 500, Next Generation Partners, 2023 & 2024
Legal 500, Leading Individual, 2020 – 2024
Recommended Tax Lawyer in the Spear’s Tax & Trust Index, 2021
Tatler HNW Address Book 2020, Specialist in Tax & Trusts and Founding Partner
Spear’s 500, Recommended Tax & Trusts Lawyers, 2018 – 2021
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
Boodle Hatfield has today published a comprehensive legal guide to help family businesses manage the fallout of divorce. Written by Partner, Katie O’Callaghan the book – A Legacy Intact: safeguarding your family business in the event of divorce, will be distributed and made available online today, as part of the firm’s series of 300-year anniversary initiatives.
Read more 7 min read 28 Jun 2021 A digital legacyWith cryptocurrency and NFTs making headlines, what are the legal considerations around these investments in the long run? Private Wealth Partner, Hayden Bailey, sheds some light on the subject in the Tatler experts corner.
Read more 5 min read 17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.
Read more 12 min read 15 Apr 2024 Are trusts an appropriate vehicle to hold shares in a family business?Using trusts as part of the ownership strategy for family businesses can enable succession planning while providing flexibility, asset protection and an ability to keep the voting block held together by trustees. In the Tax Journal, Partner, Hayden Bailey clarifies when and how trusts are likely to be appropriate for family businesses.
Read more