Emma Haley - Private Wealth Law

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Emma Haley

Emma Haley, Legal Director, Boodle Hatfield

Legal Director

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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 29 Nov 2023 Governance Masterclass with Family Business UK

We are delighted that Private Wealth Partner, Clare Stirzaker will be joining Family Business UK for their Governance Masterclass on 29 November.

 Read more 5 min read 11 Sep 2023 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Sarah Woolnough

In this episode, Alberto Lidji and Clare Stirzaker are joined by Sarah Woolnough. Sarah is the CEO of Asthma + Lung UK, a charity leading the fight to improve care and support for everyone with a lung condition. Together Alberto, Sarah and Clare look at the impact donations and supporters have on charities and the work undertaken to build personal relationships with philanthropists to build trust and ensure a mutual partnership is aligning with the objectives of both parties.

 Read more 2 min read 04 Sep 2023 Zoe Jacob has been appointed as a member of the Law Society’s Immigration Law Committee

Immigration Partner, Zoe Jacob has today been appointed as a member of the Law Society’s Immigration Law Committee where she will help shape Law Society policy on immigration related issues affecting the profession, access to justice and the rule of law – now and into the future.

 Read more 4 min read 04 Sep 2023 Family businesses and turbulent economies – building on strengths

In turbulent economic times family-run businesses have shown their ability to often cope with economic ups and downs relatively well. In Family Business United, Senior Associate, Charlie Hewlett looks at the reasons behind the intrinsic resilience of family businesses and highlights the practical measures that should be considered in the current economic environment.

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