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
Private Client Global Elite, Global Elite Lawyer, 2024
Chambers HNW, Ranked Individual, 2018 – 2023
Legal 500, Hall of Fame, 2020, 2021, 2023 & 2024
Spear’s Tax Lawyers Index, Top Recommended, 2022 & 2023
Legal Week Private Client Global Elite, Elite Lawyer, 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
Private Wealth Disputes Partner, Mark Lindley joins an expert panel for the ConTrA and Informa Connect conference in Budapest. His session will cover ‘How to win the unwinnable’, reflecting on what the process of litigation is about, what can go wrong, and how to run difficult litigation to achieve the best results for clients.
Read more 3 min read 26 Feb 2024 Boodle Hatfield announces new gender-neutral parental leave policyBoodle Hatfield, the leading private wealth and real estate law firm, has revealed a new equal opportunity parental leave policy. The new policy is available to all employees and Partners across the firm and is believed to be a market first for an independent London law firm.
Read more 3 min read 20 Feb 2024 Boodle Hatfield successfully succeeds on three grounds in a will validity claimPartner, Nicola Bushby and Associate, Katherine Reed have secured a significant High Court victory in relation to the validity of a will, succeeding on three grounds.
Read more 10 min read 16 Feb 2024 A tale of two testsIn the STEP Journal, Partner, Nicola Bushby and Associate, Katherine Reed describe the tension between the Banks v Goodfellow and MCA 2005 tests when dealing with testamentary capacity cases and highlight that the only rational course is for the law to adopt one single test.
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