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 Awards, Foreign Jurisdiction Expert – Shortlisted 2022
Chambers HNW, Top Ranked Individual, 2021 & 2022
Chambers HNW, Ranked Individual, 2017 – 2022
Chambers HNW, Foreign Expert for Middle East, 2017 – 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
To mark IWD 2023, we spoke to a handful of staff and Partners from across the business to reflect on their experiences in the industry and how, together, we can forge an equitable and inclusive world.
Read more 7 min read 03 Mar 2023 Challenges For Multi-Generational Families Over SuccessionIn Wealth Briefing, Private Wealth Partner, Hayden Bailey reflects on a recent case involving one of the world’s largest family-owned enterprises. Hayden reinforces that no business should underestimate the care that is required for a successful generational succession and that such blueprints will allow future generations to confidently choose their own path while safeguarding the family legacy.
Read more 7 min read 02 Mar 2023 Ask an expert: Offshore trusts & trustee borrowingIn the Tax Journal, Senior Associate, Julie Howard considers the ways of funding distributions to beneficiaries from an offshore trust, some of whom are UK resident.
Read more 3 min read 15 Feb 2023 Succession Planning: cultural nuances & the next generationPrivate Wealth Partner, Clare Stirzaker is welcomed onto the Next Gen Talks podcast by Esiri Agbeyi, Partner, Private Clients & Family Business Leader at PwC to talk on the topic of succession planning looking particularly at cultural nuances and the next generation.
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