Our Brabners Personal team explain how the Autumn Budget affects business owners — including six key steps to take now to ensure that your assets pass on in-line with your wishes and goals.
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Duncan Bailey
Partner, Head of Private Client & Charity
0151 600 3451
07342 998 095
duncan.bailey@brabners.com
Duncan is a Partner. He leads our private client and charity team.
An experienced private client lawyer, Duncan is recognised as a Leading Partner and "exceptional head of department" in The Legal 500 2025 for personal tax, trusts and probate matters, where he stands out for being "particularly knowledgeable in trusts and tax planning for families, entrepreneurs and business owners". He's also a Top Recommended Probate and Wills Lawyer in the 2024 Spear's Tax & Trusts Index and a Notable Practitioner in Chambers and Partners 2024 for private wealth law.
A member of the Society of Trust and Estate Practitioners (STEP), Duncan holds a STEP Advanced Certificate in Trust Disputes. He's also the former Chair of both STEP Liverpool and the Liverpool Law Society’s Non-Contentious Business Committee.
Duncan's clients include individuals, trusts and owner-managed businesses.
In advising on overall estate planning, Duncan provides trust and tax advice in conjunction with drafting tax-efficient Wills and backing these up with Lasting Powers of Attorney.
He also deals with trust creation and administration, probate administration and Court of Protection work.
With a strong background in both contentious and non-contentious work, Duncan is experienced in driving effective wealth protection strategies. His expertise is frequently called on by business owners for the purposes of succession planning.
He was also instrumental (alongside Helen Marriott and Nick Campbell) in the creation of Brabners Personal — our comprehensive solution for those wanting the very best legal expertise in their corner for every life eventuality.
Duncan joined us in 1998 and is based in our Liverpool office.
Recognised by
“Brabners handles the full range of personal tax, trusts and probate-related work... 'Exceptional head of department' Duncan Bailey is particularly knowledgeable in trusts and tax planning for families, entrepreneurs and business owners and also advises professional trustees.”
The Legal 500 2025
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We spoke to expert lawyers across our Brabners Personal and corporate teams to understand how the announcements will impact individuals and businesses.
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