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
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.
Read more 5 min read 15 Apr 2025 But what about the kids? Challenges to bringing overseas nannies to the UKRelocating UHNW families often rely on trusted childcare arrangements, but recent immigration changes have made it far harder to bring overseas nannies to the UK. In eprivateclient, Immigration Partner, Zoe Jacob and Associate, Rhona Findlay unpack the legal shifts and explain how families can still navigate the evolving system with early immigration advice.
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.
Read more 6 min read 03 Apr 2025 HNW Immigration – Addressing Clients’ ConcernsIn the Family Wealth Report, Partner, Zoe Jacob tackles some frequently arisen questions around the topic of HNW Immigration and outlines ways in which a smooth migration process can be achieved.
Read more