Areas of Practice
Private Client, International Wealth Planning, Trust & Succession Planning, Family Business, International, Wills & Lasting Powers of Attorney, Probate & Administration of Estates, Tax & Advisory, Entrepreneurs, Trusts & Divorce, Charities, Philanthropy & Non-Profit, Heritage Property and Art, Landed Estates
Track Record
Acting for a UK resident foreign national on his relocation to Switzerland including advising on the UK tax implications of dismantling an existing structure and creating a new Swiss structure, working with lawyers in Switzerland and other relevant jurisdictions
Acting for a UK family and advising in relation to several significantly valuable UK trusts, their governance and the legal and tax aspects of their investment strategy
Acting for a European family with significant business interests both on the continent and in the UK, advising on estate planning, the family trusts and the proper holding structure to ensure the continuance of the business down the generations
Acting in relation to the variation of a family trust holding the largest shareholding in a substantial property business
Memberships
Chartered Institute of Taxation
Education & Qualification
Magdalene College, Cambridge
Qualified as a solicitor in 1994
Chartered Tax Adviser (CTA)
Recommended by Matthew
In the inaugural episode, Partner, Clare Stirzaker is joined by Dr Justin Craig, a visiting Professor of Family Enterprise at Kellogg Business School. Using Justin’s research on the strategy, function, management, and performance of multi-generational family enterprises and those who lead and steward them, we look at what the term legacy means in today’s world and its connotations, whether the next generation feels hamstrung by the concept of legacy and how business leaders can innovate where a predecessor’s legacy is so dominant.
Read more 3 min read 15 May 2023 Boodle Hatfield expands leading Private Wealth Disputes practice with the hire of Nicola Bushby
Boodle Hatfield has strengthened its Private Client & Tax department with the appointment of new partner, Nicola Bushby. Nicola joins the firm’s top-tier Private Wealth Disputes team from Irwin Mitchell and her arrival consolidates the firm’s reputation as one of the leading practices for high value, complex wealth disputes in the London market.
Read more 3 min read 02 May 2023 The perils of “DIY” willsWith Smith v Ganning offering a reminder of the importance of executing a will properly, in Today’s Wills and Probate, Geoffrey Todd reinforces the perils of “DIY” wills.
Read more 3 min read 24 Apr 2023 Boodle Hatfield promotes four lawyers to Senior AssociateThe promotions are indicative of the firm’s continued investment in future talent and growth of its well-regarded Corporate, Private Client and Tax, Real Estate and Family teams. The newly promoted Senior Associates are; Fred Clark (Corporate); Katherine Worrall (Real Estate); Katie Male (Family); and Michael Duffy (Private Client & Tax).
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