Emma Haley - Private Wealth Law

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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

2 min read 05 Sep 2024 Julie Howard speaks at The Tax Faculty Cross-Border Considerations for Advisors conference

Private Wealth Partner, Julie Howard will be speaking at the 8th Annual Cross-Border Considerations for Advisors conference on 5 September. Julie will present a “Spotlight on the UK: Changes to the Taxation of Non-Domiciled Individuals – Issues for South Africans”, focusing on critical tax changes impacting UK-connected clients. This session will be particularly valuable for South African advisors offering cross-border advice.

 Read more 6 min read 28 Aug 2024 The impact of the UK’s changing non-dom landscape on wealthy Africans

In Professional Wealth Management, Private Wealth Partner, Julie Howard explores the impact of the changing non-dom regime on African individuals & businesses and how greater clarity in needed in the upcoming Budget.

 Read more 2 min read 23 Aug 2024 James Woods-Davison speaks at the ThoughtLeaders4 & ContTrA event on ‘Investments & ESG’

Senior Associate, James Woods-Davison is speaking at the 4th annual ThoughtLeaders4 & ConTrA Private Client Summer School: ‘Ultimate Insider’s Guide to All Things Private Client’, taking place at Downing College, Cambridge on 21 – 23 August.

 Read more 5 min read 21 Aug 2024 Reinventing Tradition: A new era of succession planning

In PrimeResi, Partner and Head of Private Wealth, Hayden Bailey explains how prime residential estates are radically evolving amid the great boomer wealth transfer.

 Read more