Emma Haley - Private Wealth Law

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Emma Haley

Emma Haley, Legal Director, Boodle Hatfield

Legal Director

+44 (0) 20 7079 8177 download vcard
Emma Haley, Legal Director, Boodle Hatfield

Emma has extensive experience in dealing with all aspects of wills, capital taxation and succession planning as well as UK and offshore trusts.

Emma currently heads up the technical know-how team for the private client & tax department and is responsible for in-house training, knowledge management and precedents.

As a member of the Law Society’s Capital Taxes Sub-Committee, Emma is involved in external consultations on tax and other changes that are relevant to private clients and trusts.

Areas of Practice

Private Client, Tax & Advisory, Trust & Succession Planning, Wills & Lasting Powers of Attorney, Charities, Philanthropy & Non-Profit, Heritage Property and Art, Landed Estates

Conference Speaking

Butterworth’s Wills and Probate Conference on the transferable nil rate band

Personal Finance Society Seminar on nil rate band planning

Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning

Publications

Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)

Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients

Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills

Memberships

Society of Trust and Estate Practitioners (STEP)

Law Society’s Capital Taxes Sub-Committee

Education & Qualification

University of Hull

Qualified as a solicitor in 1993

Butterworth’s Wills and Probate Conference on the transferable nil rate band

Personal Finance Society Seminar on nil rate band planning

Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning

Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)

Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients

Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills

Society of Trust and Estate Practitioners (STEP)

Law Society’s Capital Taxes Sub-Committee

University of Hull

Qualified as a solicitor in 1993

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Recommended by Emma

5 min read 17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?

In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.

 Read more 12 min read 15 Apr 2024 Are trusts an appropriate vehicle to hold shares in a family business?

Using trusts as part of the ownership strategy for family businesses can enable succession planning while providing flexibility, asset protection and an ability to keep the voting block held together by trustees. In the Tax Journal, Partner, Hayden Bailey clarifies when and how trusts are likely to be appropriate for family businesses.

 Read more 4 min read 11 Apr 2024 The end of the current ‘non-dom’ tax regime – what has been proposed?

Plans were announced at the Spring 2024 Budget on 6 March 2024 to abolish the current ‘non-dom’ tax regime and move to a residence-based system from 6 April 2025.  These changes are very wide reaching and will present opportunities for some and create challenges for others.

 Read more 5 min read 10 Apr 2024 Non-Dom Changes – A New Landscape For UK Immigration?

In WealthBriefing, Immigration Partner, Zoe Jacob examines the UK government’s plan to phase out the long-standing resident non-domicile system and the knock-on effects the changes will have on the UK’s immigration landscape.

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