Areas of Practice
Track Record
Advising a billionaire construction entrepreneur in relation to establishing an international PTC structure, governed by a family constitution. The structure was designed to receive operational business assets from multiple jurisdictions. Advice included pre-arrival advice prior to the UBO becoming UK tax resident.
Provided cross-border structuring and succession advice following the death of an UHNW individual, who held assets across multiple complex structures and jurisdictions, in the context of a succession dispute between family members.
Advised the family office of a prominent family in the Middle East regarding succession to a large international suite of assets across multiple jurisdictions. Ongoing management and family governance considerations remained relevant.
Advised the family office of an aerospace technology entrepreneur with a complex existing international structure, regarding ongoing UK tax compliance, and historic compliance with the remittance basis of taxation.
Advised a fashion entrepreneur in relation to a lengthy HMRC enquiry, arising from the application of the UK Statutory Residence Test, and claims for exceptional circumstances.
Advised international families and trustees on changes to their UK tax exposure following the abolition of the UK ‘non-dom’ regime, suggesting planning opportunities including the use of Family Investment Companies, and the relevant application of the new FIG regime and the TRF.
Publications
“The role of protectors: a UK perspective” Trusts and Trustees, (Vol. 28, No. 9) co-authored with Patrick Harney
Memberships
Society of Trust and Estate Practitioners (STEP)
Full TEP 2021
Education & Qualification
University of Exeter
Qualified as a solicitor in 2018
Recommended by Marie
With the UK abolishing its non-dom regime in April 2025, other jurisdictions are implementing changes to their tax regimes with a view to attracting global wealth. Private Client Senior Associate, Clare Pooley, highlights why Italy, Switzerland, Greece, Portugal, Spain and the UAE are emerging as key contendersand why Italy may be best placed to benefit.
Read more 3 min read 11 Sep 2025 High risk buildings: What a trustee landlord needs to knowTrustees of high-risk buildings could unexpectedly find themselves criminally liable as the Principal Accountable Person (PAP) if they are non-compliant with the Building Safety Act. Partners, Clare Stirzaker and Sarah Rock, and Trainee, Clemie Stent, explain the key duties and risks.
Read more 2 min read 08 Sep 2025 Clare Pooley and Will Finnerty have been named in the 2025 eprivateclient NextGen Leaders listSenior Associate, Clare Pooley and Associate, Will Finnerty have been named as one of the 2025 eprivateclient NextGen Leaders. The annual list of leading young private client practitioners in the UK and Crown Dependencies recognises outstanding professionals and talent, highlighting their technical excellence and growing influence. This accolade affirms Clare and Will’s exceptional client service, commitment, and cross-border expertise.
Read more 4 min read 04 Sep 2025 ‘I’ve been told to sell my business and flee Britain, but I want to protect my legacy’ – Hayden Bailey comments in The TelegraphAmid significant changes to inheritance tax on the horizon, many long-standing family business owners are reconsidering their future, with some being advised to sell their business or shift their base abroad in anticipation of reduced Business Property Relief (BPR). In a recent Telegraph article, Partner and Head of Private Wealth, Hayden Bailey comments on the growing pressure facing UK family businesses, noting “there’s less desire to build a generational family business in the current climate.”
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