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Emma Haley

Boodle Hatfield Portraits - 08 10 13

Senior Associate
Private Client & Tax

+44 (0) 20 7079 8177 download vcard
Boodle Hatfield Portraits - 08 10 13

Emma is a senior associate with many years 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.

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