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 3 min read 26 Feb 2024 Boodle Hatfield announces new gender-neutral parental leave policyBoodle Hatfield, the leading private wealth and real estate law firm, has revealed a new equal opportunity parental leave policy. The new policy is available to all employees and Partners across the firm and is believed to be a market first for an independent London law firm.
Read more 3 min read 20 Feb 2024 Boodle Hatfield successfully succeeds on three grounds in a will validity claimPartner, Nicola Bushby and Associate, Katherine Reed have secured a significant High Court victory in relation to the validity of a will, succeeding on three grounds.
Read more