Beneficiaries & Heirs
Your experts
Receiving an inheritance is a privilege. Bequests often include valuable assets, from property and land to collections of art and luxury assets, or even a business.
With three centuries of experience, you can trust Boodle Hatfield to deliver the guidance and legal protection you will need.
Through complex tax and probate, we will support you on how best to protect and develop those commodities for the future. By your side, we will help build a plan that works for your future and that of your family.
Boodle Hatfield can also support you:
- If there is a dispute over the Will
- If you wish to set up a charity
- If you are eager to set up or run a business
- If you would like to make investments into property.
Recommended reading
Budget day often brings significant tax announcements. This year was rather more measured. Whilst there were no major changes to headline rates, the Budget included several targeted reforms affecting private wealth, family businesses, pensions and trusts, alongside a greater focus on HMRC compliance activity. Our specialists have summarised the key points and what they could mean in practice.
Read more 5 min read 06 Oct 2026 Lasting Powers of Attorney, liberty and the right forum: reflections on the Sir Ranulph Fiennes reportsThe recent coverage surrounding Sir Ranulph Fiennes has shone a spotlight on complex questions of mental capacity, personal autonomy and deprivation of liberty. Nicola Bushby and Alex Gamble examine what the law says about Lasting Powers of Attorney, who can make decisions when capacity is lost, and the role of the Court of Protection in resolving disputes.
Read more 3 min read 10 Jun 2026 The realities of succession: why planning goes beyond taxAs the UK approaches a £5.5 trillion intergenerational wealth transfer, what does this really mean for families beyond financial planning? In Mayfair Times, Partners Hayden Bailey and Nicola Bushby reflect on the long-term nature of this shift and why, in practice, “the challenge is never just legal” when managing succession and disputes.
Read more 3 min read 08 May 2026 5 misconceptions around BPR changes and minority shareholdersDoes retaining control really mean minority shareholders won’t change the way a business is run? In Accountancy Today, Private Wealth Senior Associate, James Woods‑Davison outlines five common misconceptions and explains how legal protections, governance, and dispute risks often challenge assumptions around control, confidentiality, and financial exposure once minority shareholders are introduced following the April 2026 BPR changes.
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