Private wealth
Boodle Hatfield has a first class reputation for providing practical, effective and innovative legal advice for wealthy individuals and families, landed estates, family businesses, trustees and family offices, both in the UK and internationally.
Expertise
Long-standing relationships
We have advised many of our client families for several generations. This enables us to provide advice which caters fro the needs ad wishes of each client and family and with knowledge and understanding of their history.Resolving disputes
We are adept at dealing effectively with difficult or sensitive issues.Wealth preservation
We focus on growing, protecting and transferring wealth between generations, by establishing appropriate structures and processes, based on a clear understanding of our clients’ priorities.Working as part of our client’s team
We are used to working effectively with our clients’ other professional advisers.
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.
- Providing strategic trust and tax planning advice for a large,
high-profile, family property business. Recently, this advice has
included a major review of the way in which the business is held
through family trusts and a complex Variation of Trust Application
deigned partly to secure protection for the trustees of those
trusts against potential personal liability in future.
- Undertaking a Court Application under s57 Trustee Act 1957 for
a series of complex family trusts owning a trading company.
“They know private client work inside-out and how it all interplays domestically and internationally.”
Chambers 2011
“one of the top firms”
Legal 500 2012