Areas of Practice
Track record
Advised a billionaire financier and philanthropist on UK tax and wealth structuring advice.
Advised a leading entrepreneur in relation to the UK tax implications of multi-billion-dollar contentious trusts.
Advised a group of private equity professionals on the UK tax implications of their participation in multi-billion-dollar European funds.
Advised the Protector of a multi-billion-dollar dynastic trust with a complex restructuring and family governance exercise.
Advised the divorcing spouse of a billionaire financier with their offshore wealth structuring and asset protection objectives.
Advised international families with their UK tax planning in connection with the abolition of the ‘non-dom’ regime.
Conference speaking
STEP Bermuda Conference, 2023 and 2025
Publications
AlphaWeek: Carry under Labour: Private Equity Professionals Beware! – 2024
Tolley’s Administration of Trusts – 2023-24 (contributor)
Memberships
Society of Trust and Estate Practitioners
The Law Society
The Bermuda Bar Association
Education & Qualification
University of Exeter
Qualified as a solicitor in 2021
Recommended by Will
Evolving family roles and shifting gender dynamics are reshaping everything from financial planning to parenting and separation. In The Dura Society, Family Partner, Katie O’Callaghan explores how the legal system must keep pace with the realities of modern relationships.
Read more 7 min read 24 Apr 2025 What does HMRC’s consultation on APR and BPR tax changes reveal?Inheritance tax reliefs on business and agricultural property are set to tighten significantly from April 2026, putting long-established family succession plans under pressure. In FT Adviser, Partner, Hayden Bailey, and Legal Director, Emma Haley, explore how families and UHNWIs can navigate these changes, and why now is the time to revisit wills and trust structures with trusted advisers.
Read more 5 min read 15 Apr 2025 But what about the kids? Challenges to bringing overseas nannies to the UKRelocating UHNW families often rely on trusted childcare arrangements, but recent immigration changes have made it far harder to bring overseas nannies to the UK. In eprivateclient, Immigration Partner, Zoe Jacob and Associate, Rhona Findlay unpack the legal shifts and explain how families can still navigate the evolving system with early immigration advice.
Read more 6 min read 10 Apr 2025 Advisers assemble!Family businesses are set to experience a serious knock-on effect from the policy changes introduced in the recent Autumn Budget. In Family Office Magazine, Partner, Hayden Bailey emphasises the important role that a trusted team of advisers plays in helping family businesses and UHNWIs navigate succession planning and prepare for what lies ahead.
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