Areas of Practice
Track Record
Advising an international entrepreneur on the tax-efficient transfer of £30m of shares in a privately owned business into trust for children in advance of an IPO. This involved asset protection considerations, securing business property relief for inheritance tax purposes and hold-over relief for capital gains tax purposes. It also required swift service in order that the transfer could occur suitably in advance of the IPO
Advising on the UK tax implications of a proposed corporate restructuring for a multi-jurisdictional, family business held in an offshore trust and liaising with other advisers in various different jurisdictions to ensure a full understanding of the global tax implications
Assisting a significant family business client in reviewing family governance and inter-generational succession plans, advising on the potential benefits of adopting a family charter and on associated asset and wealth protection options and strategies
Advising a wealthy non-UK resident, non-UK domiciliary on the impact of his spending more time in the UK. This included structuring an associated UK property purchase, advice in respect of his Wills and succession planning and taking the laws and tax regimes of various jurisdictions into account (dovetailing the structuring accordingly)
Awards & Rankings
Legal 500, Hall of Fame, 2020, 2021 & 2023
Legal Week Private Client Global Elite, Elite Lawyer, 2022
Spear’s Tax Lawyers Index, Top Recommended , 2022
Chambers HNW, Ranked Individual, 2018 – 2022
Recommended Tax Lawyer in the Spear’s Tax & Trust Index, 2021
Spear’s 500, Top 10 Tax & Trust Lawyers, 2017 – 2021
EprivateClient Top 50 Most Influential, 2017 – 2019
Chambers Global, Top Ranked Individual, 2019
Chambers UK, Top Ranked Individual, 2017 & 2019
Spear’s Leading Tax Advisers, Top 10, 2018
Legal Week Private Client Global Elite, Top 200, 2018, 2019 & 2021
Legal 500, Leading Individual, 2017 & 2018
Chambers Global, Ranked Individual, 2017
Chambers HNW, Top Ranked Individual, 2017
Publications
Business Families and Family Businesses STEP Handbook for Advisers 2018
Tolley’s Estate Planning
Memberships
International Academy of Estate and Trust Law (TIAETL)
Association of Contentious Trust and Probate Specialists (ACTAPS)
Society of Trust and Estate Practitioners (STEP) (member of the editorial board for STEP Journal)
Education & Qualification
University of Southampton
Qualified as a solicitor in 1999
Recommended by Simon
In the inaugural episode, Partner, Clare Stirzaker is joined by Dr Justin Craig, a visiting Professor of Family Enterprise at Kellogg Business School. Using Justin’s research on the strategy, function, management, and performance of multi-generational family enterprises and those who lead and steward them, we look at what the term legacy means in today’s world and its connotations, whether the next generation feels hamstrung by the concept of legacy and how business leaders can innovate where a predecessor’s legacy is so dominant.
Read more 3 min read 15 May 2023 Boodle Hatfield expands leading Private Wealth Disputes practice with the hire of Nicola Bushby
Boodle Hatfield has strengthened its Private Client & Tax department with the appointment of new partner, Nicola Bushby. Nicola joins the firm’s top-tier Private Wealth Disputes team from Irwin Mitchell and her arrival consolidates the firm’s reputation as one of the leading practices for high value, complex wealth disputes in the London market.
Read more 3 min read 08 Mar 2023 International Women’s Day 2023To 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 3 min read 23 Jan 2023 Boodle Hatfield launches new immigration practice with the arrival of Zoe JacobImmigration barrister, Zoe Jacob has joined Boodle Hatfield from Farrer & Co. Her appointment as a Partner establishes a new immigration practice for the firm, further bolstering its stellar Private Wealth and Corporate offering.
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