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.

Awards & Rankings

2025 eprivateclient NextGen Leader

Conference speaking

STEP Bermuda Conference, 2023 and 2025

STEP Caribbean Conference 2026

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 (STEP)

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.

2025 eprivateclient NextGen Leader

STEP Bermuda Conference, 2023 and 2025

STEP Caribbean Conference 2026

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

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

Society of Trust and Estate Practitioners (STEP)

The Law Society

The Bermuda Bar Association

University of Exeter

Qualified as a solicitor in 2021

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Recommended by Will

3 min read 16 Sep 2026 Succession planning and wealth structuring for African families

In Forbes Africa, Partner, Julie Howard highlights the growing importance of succession planning as significant first-generation wealth approaches transfer to the next generation.

 Read more 3 min read 09 Sep 2026 Family investment companies: key lessons for families planning for the future

In FT Adviser, Partner, Clare Stirzaker and Senior Associate, Laura Cullinane, alongside Rebecca Reading of Lewis Golden, explore why family investment companies (FICs) continue to gain traction as a succession planning tool and consider the practical issues families may face after they are established.

 Read more 2 min read 14 Aug 2026 Five steps to take before passing on your wealth

As more families consider passing on wealth during their lifetime, striking the right balance between supporting loved ones and maintaining your own financial security is essential. In The Telegraph, Private Client & Tax Partner Clare Stirzaker discusses the importance of factoring in retirement, future care and healthcare costs, and inflation before making significant lifetime gifts.

 Read more 3 min read 11 Aug 2026 Why more US UHNW individuals are considering relocation to the UK

Why more US UHNW individuals are considering relocation to the UK. As tax, political and economic considerations become increasingly important for US ultra high net worth (UHNW) individuals, a growing number are exploring opportunities to live, invest and structure their affairs internationally.

 Read more