Areas of Practice
Track Record
Administration of an estate containing valuable heritage property and involving a significant claim for conditional exemption from inheritance tax. Negotiations with HM Revenue & Customs
The administration of estates involving assets attracting both agricultural property relief and business property relief and strategic advice on the application of those reliefs together with subsequent negotiations with HM Revenue & Customs
Administration of estates where the deceased was non-UK domiciled and, in particular, where the deceased was domiciled in one of the Gulf States. Advising on: the assets within the UK IHT calculation, potential application of the succession law of the country of domicile to the UK assets, eligibility of family members to apply for a UK Grant
Administration of estates containing assets in Europe, the Far East, United States of America and Australia and obtaining the documentation required in each country to enable liquidation and/or transfer of those assets
Negotiations with HM Revenue & Customs in an estate with considerable overseas assets but no access to funds to pay the initial inheritance tax liability. Obtaining a “Grant on credit”
Memberships
Society of Trust and Estate Practitioners (STEP)
Education & Qualification
University of Manchester
Qualified as a solicitor in 1998
STEP Advanced Certificate in International Succession and Probate
Recommended by Sally
With the UK abolishing its non-dom regime in April 2025, other jurisdictions are implementing changes to their tax regimes with a view to attracting global wealth. Private Client Senior Associate, Clare Pooley, highlights why Italy, Switzerland, Greece, Portugal, Spain and the UAE are emerging as key contendersand why Italy may be best placed to benefit.
Read more 3 min read 11 Sep 2025 High risk buildings: What a trustee landlord needs to knowTrustees of high-risk buildings could unexpectedly find themselves criminally liable as the Principal Accountable Person (PAP) if they are non-compliant with the Building Safety Act. Partners, Clare Stirzaker and Sarah Rock, and Trainee, Clemie Stent, explain the key duties and risks.
Read more 2 min read 08 Sep 2025 Clare Pooley and Will Finnerty have been named in the 2025 eprivateclient NextGen Leaders listSenior Associate, Clare Pooley and Associate, Will Finnerty have been named as one of the 2025 eprivateclient NextGen Leaders. The annual list of leading young private client practitioners in the UK and Crown Dependencies recognises outstanding professionals and talent, highlighting their technical excellence and growing influence. This accolade affirms Clare and Will’s exceptional client service, commitment, and cross-border expertise.
Read more 4 min read 04 Sep 2025 ‘I’ve been told to sell my business and flee Britain, but I want to protect my legacy’ – Hayden Bailey comments in The TelegraphAmid significant changes to inheritance tax on the horizon, many long-standing family business owners are reconsidering their future, with some being advised to sell their business or shift their base abroad in anticipation of reduced Business Property Relief (BPR). In a recent Telegraph article, Partner and Head of Private Wealth, Hayden Bailey comments on the growing pressure facing UK family businesses, noting “there’s less desire to build a generational family business in the current climate.”
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