Will Finnerty - Private Wealth Associate - Boodle Hatfield

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Will Finnerty

Will Finnerty, Private Wealth Associate, Boodle Hatfield

Associate
Private Client & Tax

+44 (0) 20 7079 8205 download vcard
Will Finnerty, Private Wealth Associate, Boodle Hatfield

Will is an associate in the firm’s Private Client & Tax team, with a strong focus on complex international private wealth matters.

He has extensive experience advising ultra high net worth families, family offices, and fiduciaries on cross-border tax, trust and estate planning, asset protection, and succession strategies. His practice is particularly focused on the structuring, governance, and ongoing management of sophisticated wealth-holding vehicles, including private trust companies and family investment structures.

Dual-qualified in England & Wales and Bermuda, Will brings a deep understanding of common law and offshore jurisdictions. He regularly advises on the establishment, governance, and restructuring of family offices and private capital platforms, often working closely with families to design bespoke solutions that reflect their long-term objectives and intergenerational values.

Will maintains a strong international practice, with a particular focus on families and family offices based in the Caribbean, the Channel Islands and the Middle East. He is a frequent speaker at industry events in these regions and is highly regarded for his ability to navigate the nuanced legal, cultural, and practical aspects of cross-border wealth planning.

Areas of Practice

Private Client, International Wealth Planning, Families & Family Office, Tax & Advisory, International, Family Business, Wills & Lasting Powers of Attorney, Probate & Administration of Estates

Track record

Advised a billionaire financier and philanthropist on UK tax and wealth structuring advice.

Advised a leading entrepreneur in relation to the UK tax implications of multi-billion-dollar contentious trusts.

Advised a group of private equity professionals on the UK tax implications of their participation in multi-billion-dollar European funds.

Advised the Protector of a multi-billion-dollar dynastic trust with a complex restructuring and family governance exercise.

Advised the divorcing spouse of a billionaire financier with their offshore wealth structuring and asset protection objectives.

Advised international families with their UK tax planning in connection with the abolition of the ‘non-dom’ regime.

Conference speaking

STEP Bermuda Conference, 2023 and 2025

Publications

AlphaWeek: Carry under Labour: Private Equity Professionals Beware! – 2024

Tolley’s Administration of Trusts – 2023-24 (contributor)

Memberships

Society of Trust and Estate Practitioners

The Law Society

The Bermuda Bar Association

Education & Qualification

University of Exeter

Qualified as a solicitor in 2021

Advised a billionaire financier and philanthropist on UK tax and wealth structuring advice.

Advised a leading entrepreneur in relation to the UK tax implications of multi-billion-dollar contentious trusts.

Advised a group of private equity professionals on the UK tax implications of their participation in multi-billion-dollar European funds.

Advised the Protector of a multi-billion-dollar dynastic trust with a complex restructuring and family governance exercise.

Advised the divorcing spouse of a billionaire financier with their offshore wealth structuring and asset protection objectives.

Advised international families with their UK tax planning in connection with the abolition of the ‘non-dom’ regime.

STEP Bermuda Conference, 2023 and 2025

AlphaWeek: Carry under Labour: Private Equity Professionals Beware! – 2024

Tolley’s Administration of Trusts – 2023-24 (contributor)

Society of Trust and Estate Practitioners

The Law Society

The Bermuda Bar Association

University of Exeter

Qualified as a solicitor in 2021

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Recommended by Will

8 min read 05 Nov 2025 Navigating the special relationship: Traps and pitfalls for US persons in the UK

Moving to the UK as a US citizen or Green Card holder? The UK and US tax systems don’t always align and that can create unexpected challenges. From trusts and LLCs to property and inheritance tax, Partner, Laurence Morgan and Associate, Alex Gamble outline the key UK tax considerations and why early, joined-up advice is essential.

 Read more 7 min read 04 Nov 2025 British expats: A new era of tax planning?

What do the upcoming changes to the UK’s non-dom regime mean for British expats? Partner, Julie Howard and Senior Associate, Jenny Wilson-Smith share their insights on the new planning opportunities introduced by recent changes to the IHT rules and the new four-year regime for returning UK residents.

 Read more 7 min read 14 Oct 2025 Laurence Morgan writes in TL4 HNW Magazine – Next Gen Wealth edition

How will the end of the UK’s non-dom regime impact internationally mobile individuals? Private Wealth Partner, Laurence Morgan explains the new four-year FIG regime in TL4 HNW Magazine – Next Gen Wealth edition, outlining who qualifies for it and the practical tax implications that may follow.

 Read more 4 min read 10 Oct 2025 60 seconds with Tom McPhail in the TL4 HNW Magazine – Next Gen Wealth edition

Get to know Private Wealth Disputes Senior Associate, Tom McPhail! In ThoughtLeaders4 HNW Magazine – Next Gen Wealth edition, Tom shares some of his goals and inspirations in a short Q&A.

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