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Emma Haley

Emma Haley, Legal Director, Boodle Hatfield

Legal Director

+44 (0) 20 7079 8177 download vcard
Emma Haley, Legal Director, Boodle Hatfield

Emma has extensive experience in dealing with all aspects of wills, capital taxation and succession planning as well as UK and offshore trusts.

Emma currently heads up the technical know-how team for the private client & tax department and is responsible for in-house training, knowledge management and precedents.

As a member of the Law Society’s Capital Taxes Sub-Committee, Emma is involved in external consultations on tax and other changes that are relevant to private clients and trusts.

Areas of Practice

Private Client, Tax & Advisory, Trust & Succession Planning, Wills & Lasting Powers of Attorney, Charities, Philanthropy & Non-Profit, Heritage Property and Art, Landed Estates

Conference Speaking

Butterworth’s Wills and Probate Conference on the transferable nil rate band

Personal Finance Society Seminar on nil rate band planning

Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning

Publications

Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)

Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients

Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills

Memberships

Society of Trust and Estate Practitioners (STEP)

Law Society’s Capital Taxes Sub-Committee

Education & Qualification

University of Hull

Qualified as a solicitor in 1993

Butterworth’s Wills and Probate Conference on the transferable nil rate band

Personal Finance Society Seminar on nil rate band planning

Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning

Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)

Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients

Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills

Society of Trust and Estate Practitioners (STEP)

Law Society’s Capital Taxes Sub-Committee

University of Hull

Qualified as a solicitor in 1993

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Recommended by Emma

3 min read 24 Jun 2022 Boodle Hatfield shortlisted for four awards in the STEP Private Client Awards

We are delighted to announce that we have been shortlisted for four categories in the STEP Private Client Awards.

 Read more 4 min read 21 Jun 2022 Can I claim back tax on digital losses?

In the Financial Times, Private Wealth Partner, Geoffrey Todd considers the fluctuations in the value of your cryptoassets and whether investors who have made significant losses should claim tax relief.

 Read more 5 min read 15 Jun 2022 UK’s Top 100 family businesses stay strong through pandemic – turnover drops just 4% compared to UK average of 11%

In The Times, Private Wealth Partner, Hayden Bailey comments on how the top 100 family-owned businesses stay strong through pandemic compared to all UK businesses.

 Read more 2 min read 15 May 2022 Fresh Perspectives Contentious Trusts Conference 2022

Partner and Head of Private Wealth, Andrea Zavos is co-hosting the fourth Fresh Perspectives Contentious Trusts Conference on May 15 – 16. Senior Associate, James Woods-Davison, will be joining Andrea in Barcelona for the conference.

 Read more