Areas of Practice
Track Record
Advising on devolution of shares in a large family business
Advising on structuring of foreign life assurance
Advising mixed business on tax efficient structuring
Advising foreign trustees on the interpretation of trust instruments and associated reclaim of tax from HMRC
Advising on complex domicile analysis
Awards & Rankings
Legal 500, Next Generation Partners, 2023
Legal 500, Leading Individual, 2020 – 2023
Chambers HNW, Ranked Individual, 2019 – 2022
Recommended Tax Lawyer in the Spear’s Tax & Trust Index, 2021
Tatler HNW Address Book 2020, Specialist in Tax & Trusts and Founding Partner
Spear’s 500, Recommended Tax & Trusts Lawyers, 2018 – 2021
Legal Week Private Client Elite, One to Watch, 2019
Legal Week Private Client Elite, Top 200, 2018 & 2021
Chambers HNW, Up and Coming, 2017 – 2018
Conference Speaking
Private Client Forum, The New Generation’s relationship with money, tax and investments: The morality of wealth in 2019
Publications
A Legacy Intact: safeguarding your family business in the event of divorce
Business Families and Family Businesses STEP Handbook for Advisers 2018
Memberships
City branch of the Society of Trust and Estate Practitioners (STEP)
TAGLaw/TIAG international tax group steering committee
Society of Trust and Estate Practitioners (STEP) (STEP student liaison officer)
Chartered Institute of Taxation
Education & Qualification
Qualified as a solicitor in 2002
Recommended by Hayden
Boodle Hatfield has today published a comprehensive legal guide to help family businesses manage the fallout of divorce. Written by Partner, Katie O’Callaghan the book – A Legacy Intact: safeguarding your family business in the event of divorce, will be distributed and made available online today, as part of the firm’s series of 300-year anniversary initiatives.
Read more 7 min read 28 Jun 2021 A digital legacyWith cryptocurrency and NFTs making headlines, what are the legal considerations around these investments in the long run? Private Wealth Partner, Hayden Bailey, sheds some light on the subject in the Tatler experts corner.
Read more 3 min read 26 Mar 2021 Family Business: The third pillar of the UK economyThe Family Business report looks in greater depth at Britain’s Top 100 family businesses, looking at who they are, and how they are built. We reflect on how Britain can ensure these entities remain strong contributors to economic growth as we look ahead, following the effects of the Covid-19 pandemic.
Read more 3 min read 23 Jan 2023 Boodle Hatfield launches new immigration practice with the arrival of Zoe JacobImmigration barrister, Zoe Jacob has joined Boodle Hatfield from Farrer & Co. Her appointment as a Partner establishes a new immigration practice for the firm, further bolstering its stellar Private Wealth and Corporate offering.
Read more