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
Kyra Motley, Will Finnerty, and Emily Wood write in eprivateclient, sharing their insights on the 2025 UBS Global Family Office Report with ten emerging trends shaping the priorities of UHNW families, and emphasising the growing demand for tailored succession planning solutions.
Read more 3 min read 17 Jul 2025 Meet the young women taking on their family businesses – Hayden Bailey comments in The TelegraphThe Telegraph, Yahoo! Finance and MSN have shared an article showcasing stories of next generation youngsters joining family businesses, a 12% increase since 2017 in the number of family members who work for SMEs. Hayden Bailey, Head of Private Client, is mentioned in the article commenting that family businesses “take a long-term view, which may be encouraging to the next generation.” He has also published research showing that family businesses tend to outperform the FTSE 100, generating higher revenues and reinvesting more into the business.
Contact the team at Boodle Hatfield should you need advice on either succession planning, or relating to the running of your business.
Read more 3 min read 08 Jul 2025 Society of Trust and Estate Practitioners launches the STEP Responsible Stewardship ToolkitSTEP, the Society of Trust and Estate Practitioners, has today launched a Responsible Stewardship Toolkit, a platform designed to guide families, their advisers and trust and estate practitioners with tools to incorporate responsible stewardship principles in trusts, wills and powers of attorney. Clare Stirzaker, Private Wealth Partner, Emma Haley, Legal Director and Sophie Harcourt, Private Wealth Associate, contributed to the Toolkit, alongside industry experts across the wealth planning, fiduciary and philanthropic sectors.
Read more 5 min read 01 Jul 2025 Modernising wills – A significant step, but work is still to be doneIn eprivateclient, Partner, Nicola Bushby explores the Law Commission’s Modernising Wills report, highlighting key proposals for reforming the law of wills, such as recognising electronic wills and adopting the test for capacity in lieu of the common law test. While progress is clear, concerns remain, especially around the rule revoking wills upon marriage.
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