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Simon specialises in UK and international tax and estate planning for individuals and trusts. His work includes estate planning strategies for wealthy families and their businesses (encompassing jurisdictional and conflicts of laws considerations), wealth protection structures, governance, divorce issues, pre- and post-nuptial agreements and generational succession planning. Simon also advises on high value, contentious trusts and estate disputes for both onshore and offshore clients.

 Simon's recent projects

  • 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 a life tenant of a large trust, administered by a non-UK resident professional trustee, in connection with proceedings instituted in England by another beneficiary. The claims included allegations of breach of trust for failure to balance the interests of the life tenant and the remaindermen, failure to collect in assets belonging to the trust and trustee overcharging. These proceedings were the latest in a long line of litigation in other jurisdictions and they involved, amongst other things, consideration of complex issues of private international law and abuse of process
  • 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. Advising on structuring an associated UK property purchase, on his Wills and succession planning and taking the laws and tax regimes of various jurisdictions into account (dovetailing the structuring accordingly)

Conference Speaking and Publications

 Business Families and Family Businesses STEP Handbook for Advisers 2018 - Consulting Editor 

Tolley's Estate Planning 2010 - 2018 - Contributor


Qualifications /Education

  • Southampton University 
  • 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)

Recent awards

How to find us:
London Bankside

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

London Mayfair

Mayfair Office

6 Grosvenor Street
London
W1K 4PZ

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Oxford

Oxford Office

6 Worcester Street
Oxford
OX1 2BX

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

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