Clare Stirzaker - Private Wealth Partner - Boodle Hatfield

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Clare Stirzaker

Clare Stirzaker, Private Wealth Partner, Boodle Hatfield

Partner
Private Client & Tax

+44 (0) 20 7079 8170 download vcard
Clare Stirzaker, Private Wealth Partner, Boodle Hatfield

Clare specialises in succession planning and related legal and tax matters for multi-generational families and their family offices.

She works alongside some of the world’s leading private businesses and her practice focuses on how to help individuals developing their succession planning strategy and designing bespoke asset holding and wealth management structures including PTCs, limited partnership structures and foundations. Clare has particular experience of advising and supporting families on implementing family and corporate governance frameworks to support successful wealth transition. She also supports clients in developing their philanthropic strategy to enable greater and more effective wealth distribution.

Clare is recognised for her work having won multiple awards from the leading private wealth award bodies.

Prior to joining the firm, Clare was a Partner at PwC and also worked at Barclays Wealth, providing her with a real breadth of experience and commercial insight across the private client sector.

Areas of Practice

Private Client, International Wealth Planning, Family Business, International, Tax & Advisory, Charities, Philanthropy and Non-Profit, Families and Family Office, Trust and Succession Planning, Wills and Lasting Powers of Attorney, Probate and Administration of Estate

Awards & Rankings

Spear’s 500, Top Flight Tax Lawyer, 2023

Chambers HNW, Ranked Individual, 2022 & 2023

Spear’s Top 10 Tax Lawyers Index,  2022

Eprivateclient, Top 50 most Influential Private Client Advisors, 2020

Spear’s Top 10 Tax & Trust Advisers Index, 2019-2020

STEP awards, Family Business Advisory Team of the Year, 2017

Memberships

Society of Trust and Estate Practitioners (STEP)

Education & Qualification

Keele University

Kellogg School of Management, Family Business Advanced Education Program

Qualified as a Solicitor in 2008

Spear’s 500, Top Flight Tax Lawyer, 2023

Chambers HNW, Ranked Individual, 2022 & 2023

Spear’s Top 10 Tax Lawyers Index,  2022

Eprivateclient, Top 50 most Influential Private Client Advisors, 2020

Spear’s Top 10 Tax & Trust Advisers Index, 2019-2020

STEP awards, Family Business Advisory Team of the Year, 2017

Society of Trust and Estate Practitioners (STEP)

Keele University

Kellogg School of Management, Family Business Advanced Education Program

Qualified as a Solicitor in 2008

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Recommended by Clare

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 4 min read 11 Apr 2024 The end of the current ‘non-dom’ tax regime – what has been proposed?

Plans were announced at the Spring 2024 Budget on 6 March 2024 to abolish the current ‘non-dom’ tax regime and move to a residence-based system from 6 April 2025.  These changes are very wide reaching and will present opportunities for some and create challenges for others.

 Read more 5 min read 10 Apr 2024 Non-Dom Changes – A New Landscape For UK Immigration?

In WealthBriefing, Immigration Partner, Zoe Jacob examines the UK government’s plan to phase out the long-standing resident non-domicile system and the knock-on effects the changes will have on the UK’s immigration landscape.

 Read more