Your lawyers since 1722

Search all
Home People Emma Haley

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

Back to all people

Recommended by Emma

3 min read 08 Mar 2023 International Women’s Day 2023

To mark IWD 2023, we spoke to a handful of staff and Partners from across the business to reflect on their experiences in the industry and how, together, we can forge an equitable and inclusive world.

 Read more 7 min read 03 Mar 2023 Challenges For Multi-Generational Families Over Succession

In Wealth Briefing, Private Wealth Partner, Hayden Bailey reflects on a recent case involving one of the world’s largest family-owned enterprises. Hayden reinforces that no business should underestimate the care that is required for a successful generational succession and that such blueprints will allow future generations to confidently choose their own path while safeguarding the family legacy.

 Read more 7 min read 02 Mar 2023 Ask an expert: Offshore trusts & trustee borrowing

In the Tax Journal, Senior Associate, Julie Howard considers the ways of funding distributions to beneficiaries from an offshore trust, some of whom are UK resident.

 Read more 3 min read 15 Feb 2023 Succession Planning: cultural nuances & the next generation

Private Wealth Partner, Clare Stirzaker is welcomed onto the Next Gen Talks podcast by Esiri Agbeyi, Partner, Private Clients & Family Business Leader at PwC to talk on the topic of succession planning looking particularly at cultural nuances and the next generation.

 Read more