Laurence Morgan - Private Wealth Partner - Boodle Hatfield

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Laurence Morgan

Laurence Morgan, Private Wealth Partner, Boodle Hatfield

Partner
Private Client & Tax

+44 (0) 20 7079 8298 download vcard
Laurence Morgan, Private Wealth Partner, Boodle Hatfield

Laurence advises on all areas of tax, trust and estate planning for individuals, trustees and family offices, with a particular focus on complex cross-border tax advice. A significant number of his clients have connections with the US or Spain.

He regularly advises on pre-arrival planning for individuals moving to the UK, as well as on asset holding structures for international families with members resident in multiple jurisdictions. This often involves working with advisors in other jurisdictions to provide his clients with coordinated advice.

Laurence has particular experience in advising on matters with a US connection and he regularly advises US citizens who are resident in the UK or otherwise have connections with the UK on US/UK cross-border matters.

Laurence also speaks fluent Spanish and before becoming a partner Laurence spent six months in Barcelona on secondment to the tax group of a leading Spanish law firm. There he worked alongside Spanish advisors and gained an understanding of Spanish tax and estate planning that assists him in advising on cross-border matters involving the UK and Spain.

Areas of Practice

Private Client, International Wealth Planning, International, Trust & Succession Planning, Tax & Advisory

Track Record

Regularly advising non-UK domiciled individuals ahead of their move to the UK in relation to how they and their existing asset-holding structures will be subject to tax in the UK once they become UK resident

Advising a high net worth non-UK resident non-UK domiciled family in relation to the use of a trust for succession planning purposes

Advising a high net worth US national on the implications of spending more time in the UK, including on the UK treatment of trusts settled by him or of which he was a beneficiary and the application of the US/UK income tax treaty

Assisting a UK resident Swiss national with the establishment of a family office

Advising a long-term UK resident on the UK tax implications of becoming deemed domiciled for UK tax purposes

Advising Channel Islands trustees on the treatment of a trust established by a UK resident and domiciled settlor and the UK tax implications of winding up the trust

Awards & Rankings

Legal 500, Next Gen Partner, 2023 – 2026

Chambers HNW, Up and Coming, 2023 – 2025

Private Client Global Elite, Excellence, 2024

Legal Week Private Client Global Elite, Rising Leader, 2022

Legal Week Private Client Global Elite, Ones to Watch, 2017 – 2019 & 2021

Conference Speaking

STEP Seminar – UK-Spain Cross-Border Estate Planning, 2019

Education & Qualification

University of Birmingham

Regularly advising non-UK domiciled individuals ahead of their move to the UK in relation to how they and their existing asset-holding structures will be subject to tax in the UK once they become UK resident

Advising a high net worth non-UK resident non-UK domiciled family in relation to the use of a trust for succession planning purposes

Advising a high net worth US national on the implications of spending more time in the UK, including on the UK treatment of trusts settled by him or of which he was a beneficiary and the application of the US/UK income tax treaty

Assisting a UK resident Swiss national with the establishment of a family office

Advising a long-term UK resident on the UK tax implications of becoming deemed domiciled for UK tax purposes

Advising Channel Islands trustees on the treatment of a trust established by a UK resident and domiciled settlor and the UK tax implications of winding up the trust

Legal 500, Next Gen Partner, 2023 – 2026

Chambers HNW, Up and Coming, 2023 – 2025

Private Client Global Elite, Excellence, 2024

Legal Week Private Client Global Elite, Rising Leader, 2022

Legal Week Private Client Global Elite, Ones to Watch, 2017 – 2019 & 2021

STEP Seminar – UK-Spain Cross-Border Estate Planning, 2019

University of Birmingham

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Recommended by Laurence

10 min read 24 Jun 2025 Long term residence and its importance for UK inheritance tax (IHT) purposes

Private Wealth Partners, Kyra Motley and Laurence Morgan explain the concept of long-term UK residence and its significance for UK inheritance tax (IHT) following the shift away from the domicile-based system, introducing new considerations for individuals and trustees.

 Read more 2 min read 06 Jan 2026 Confirmation of £2.5m IHT relief threshold for farmers and businesses

The Finance Bill published yesterday confirms that, as we highlighted in our 23 December briefing, the increased £2.5m inheritance tax relief for agricultural and business property will apply from 6 April 2026. Qualifying ‘relevant property’ trusts can also benefit from 100% relief up to this threshold, aligning trustee allowances with individual transfers.

 Read more 2 min read 23 Dec 2025 Breaking news on IHT reform

In a welcome announcement for farmers and business owners, the government has confirmed an increase to the 100% IHT relief allowance to £2.5m per person from April 2026. Partner and Head of Private Wealth, Hayden Bailey and Legal Director, Emma Haley comment on what this means in practice and stress that now may be the right time to review wills and succession planning.

 Read more 6 min read 10 Dec 2025 Five key proposals left out of the UK Budget – and what it means

What is missing from the Autumn Budget and what might this signal about the Government’s direction of travel? No wealth tax. No exit tax. Limited inheritance tax reform. Few incentives for entrepreneurs. Hayden Bailey, Partner & Head of Private Wealth shares his perspective on what these could mean for families, globally mobile individuals and business owners.

 Read more