Areas of Practice
Track Record
Advising an international entrepreneur on the tax-efficient transfer of £30m of shares in a privately owned business into trust for children in advance of an IPO. This involved asset protection considerations, securing business property relief for inheritance tax purposes and hold-over relief for capital gains tax purposes. It also required swift service in order that the transfer could occur suitably in advance of the IPO
Advising on the UK tax implications of a proposed corporate restructuring for a multi-jurisdictional, family business held in an offshore trust and liaising with other advisers in various different jurisdictions to ensure a full understanding of the global tax implications
Assisting a significant family business client in reviewing family governance and inter-generational succession plans, advising on the potential benefits of adopting a family charter and on associated asset and wealth protection options and strategies
Advising a wealthy non-UK resident, non-UK domiciliary on the impact of his spending more time in the UK. This included structuring an associated UK property purchase, advice in respect of his Wills and succession planning and taking the laws and tax regimes of various jurisdictions into account (dovetailing the structuring accordingly)
Awards & Rankings
Private Client Global Elite, Global Elite Lawyer, 2024
Chambers HNW, Ranked Individual, 2018 – 2023
Legal 500, Hall of Fame, 2020, 2021, 2023 & 2024
Spear’s Tax Lawyers Index, Top Recommended, 2022 & 2023
Legal Week Private Client Global Elite, Elite Lawyer, 2022
Recommended Tax Lawyer in the Spear’s Tax & Trust Index, 2021
Spear’s 500, Top 10 Tax & Trust Lawyers, 2017 – 2021
EprivateClient Top 50 Most Influential, 2017 – 2019
Chambers Global, Top Ranked Individual, 2019
Chambers UK, Top Ranked Individual, 2017 & 2019
Spear’s Leading Tax Advisers, Top 10, 2018
Legal Week Private Client Global Elite, Top 200, 2018, 2019 & 2021
Legal 500, Leading Individual, 2017 & 2018
Chambers Global, Ranked Individual, 2017
Chambers HNW, Top Ranked Individual, 2017
Publications
Business Families and Family Businesses STEP Handbook for Advisers 2018
Tolley’s Estate Planning
Memberships
International Academy of Estate and Trust Law (TIAETL)
Association of Contentious Trust and Probate Specialists (ACTAPS)
Society of Trust and Estate Practitioners (STEP) (member of the editorial board for STEP Journal)
Education & Qualification
University of Southampton
Qualified as a solicitor in 1999
Recommended by Simon
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 3 min read 03 Apr 2024 Boodle Hatfield announces bumper round of promotionsWe are delighted to announce a significant round of promotions with three new partners and four new senior associates. All promotions come into effect from 1 April 2024.
Read more 3 min read 22 Mar 2024 Mark Lindley speaks at the ConTrA and Informa Connect Trusts in Litigation 2024 ConferencePrivate Wealth Disputes Partner, Mark Lindley joins an expert panel for the ConTrA and Informa Connect conference in Budapest. His session will cover ‘How to win the unwinnable’, reflecting on what the process of litigation is about, what can go wrong, and how to run difficult litigation to achieve the best results for clients.
Read more 6 min read 19 Mar 2024 Testamentary capacity in the spotlightA common ground for contesting a will is mental capacity and it is often deployed by disinherited family members to set aside a will. In Professional Adviser, Private Wealth Disputes Partner, Nicola Bushby explains what the test for mental capacity is, how it works in practice, and why contemporaneous medical assessments are important.
Read more