Areas of Practice
Track Record
Acting for a prominent family (net worth $20Bn) to establish a single family office structure to manage the family’s global assets including financial assets, commercial and residential property interests, a significant art collection, various aircraft and vessels, and a growing portfolio of private equity holdings
Restructuring a significant UK real estate portfolio valued at around £750M for an international client looking to undertake generational planning for his seven children; establishing a series of trusts incorporating detailed mechanisms for “allocation” of properties to particular branches of the family and related valuation mechanisms
Advising a leading international entrepreneur on his relocation to the UK, providing pre-immigration tax advice and structuring his investment portfolio to make provision for his children who were resident in four different jurisdictions
Awards & Rankings
Chambers HNW, Top Ranked Individual, 2021 – 2025
Chambers HNW, Foreign Expert for Middle East-wide Spotlight, 2024 – 2025
Chambers HNW, United Arab Emirates – Foreign Expertise based abroad in UK Spotlight, 2023 – 2025
Chambers HNW, Ranked Individual, 2017 – 2025
Legal 500, Leading Partner, 2025
Legal 500, Leading Individual, 2024
Chambers HNW, Foreign Expert for Middle East, 2017 – 2024
Business Today, Top 10 UK Family Offices & Funds Structuring Lawyers, 2023
Chambers HNW Awards, Foreign Jurisdiction Expert – Shortlisted 2022
Who’s Who Legal, Recommended Individual, 2020
Legal Week Private Client Global Elite, Top 200, 2017 – 2019 & 2021
Education & Qualification
University of London
Qualified as a solicitor in 1999
Recommended by Salpy
Amid 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.”
Read more 7 min read 04 Sep 2025 Advising families: Reflections from the STEP Family Businesses book launchBack in June, we celebrated the launch of the STEP Business Families and Family Businesses Handbook with a distinguished panel of advisers and family business experts. The evening explored the evolving challenges of advising family businesses, from succession planning and governance to the human and interpersonal dynamics that shape long-term success.
Read more 3 min read 02 Sep 2025 Julie Howard speaks at the Annual Cross-Border Considerations for Advisors ConferencePrivate Wealth Partner, Julie Howard will be speaking at the 9th Annual Cross-Border Considerations for Advisors Conference on 3 September, presenting on ‘Regulatory Reform, Reporting, and Global Taxes’. This hybrid event, co-hosted by The Tax Faculty and Lucia De Klein Private Office, brings together leading professionals to explore the latest developments in global tax, wealth, and governance. Julie recently joined Lucinda De Klein’s Trusted Advisors subscription platform, strengthening its global network of expert advisors in the Family Office space.
Read more 3 min read 27 Aug 2025 James Woods-Davison speaks at the TL4 & ConTrA Private Client Summer SchoolThis Friday, Private Wealth Disputes Senior Associate, James Woods-Davison will be speaking at the TL4 & ConTrA Private Client Summer School in Cambridge. James will join Joanne Morse of Summit Trust International to lead a session on “Value-Driven Investing”. With its mix of expert-led sessions, practical workshops and informal networking, the event offers an invaluable opportunity for junior practitioners to develop their technical expertise and broaden their practice.
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