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

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

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 08 May 2026 5 misconceptions around BPR changes and minority shareholders

Does 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.

 Read more 4 min read 06 May 2026 Hobby farms and tax: what you need to know

Tax Partner, Andrew Loan and Private Wealth Associate, Will Timbrell explore the realities behind owning a hobby farm and the tax considerations that often come with it.

 Read more 2 min read 27 Apr 2026 Why policy certainty matters to growth‑focused entrepreneurs

In Startups Magazine, Private Wealth Partner, Dom Rothbarth considers why entrepreneurial ambition remains strong even as confidence in UK policy has weakened – and why certainty, more than generosity, is shaping where founders choose to invest, scale and build their businesses. He explores how tax, international mobility and long‑term policy direction are influencing these decisions.

 Read more 3 min read 22 Apr 2026 Residence, real estate and the right to remain: UK immigration considerations for US nationals

Decisions about property and mobility are rarely just about place. Developed in collaboration with The Luxury Collective Global Advisory and Partner and Head of Immigration, Zoe Jacob, this white paper explores the legal and structural consequences of living in the UK for US nationals and examines how immigration frameworks intersect with wider family, tax and long‑term planning considerations.

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