Areas of Practice
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
Recommended by Emma
Evolving family roles and shifting gender dynamics are reshaping everything from financial planning to parenting and separation. In The Dura Society, Family Partner, Katie O’Callaghan explores how the legal system must keep pace with the realities of modern relationships.
Read more 7 min read 24 Apr 2025 What does HMRC’s consultation on APR and BPR tax changes reveal?Inheritance tax reliefs on business and agricultural property are set to tighten significantly from April 2026, putting long-established family succession plans under pressure. In FT Adviser, Partner, Hayden Bailey, and Legal Director, Emma Haley, explore how families and UHNWIs can navigate these changes, and why now is the time to revisit wills and trust structures with trusted advisers.
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Read more 6 min read 10 Apr 2025 Advisers assemble!Family businesses are set to experience a serious knock-on effect from the policy changes introduced in the recent Autumn Budget. In Family Office Magazine, Partner, Hayden Bailey emphasises the important role that a trusted team of advisers plays in helping family businesses and UHNWIs navigate succession planning and prepare for what lies ahead.
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