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
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 3 min read 27 Aug 2025 James Woods-Davison speaks at the TL4 & ConTrA Private Client Summer SchoolThis Friday, Private Wealth Disputes Senior Associate, James Woods-Davison will be speaking at the TL4 & ConTrA Private Client Summer School in Cambridge. James will join Joanne Morse of Summit Trust International to lead a session on “Value-Driven Investing”. With its mix of expert-led sessions, practical workshops and informal networking, the event offers an invaluable opportunity for junior practitioners to develop their technical expertise and broaden their practice.
Read more 5 min read 01 Jul 2025 Modernising wills – A significant step, but work is still to be doneIn eprivateclient, Partner, Nicola Bushby explores the Law Commission’s Modernising Wills report, highlighting key proposals for reforming the law of wills, such as recognising electronic wills and adopting the test for capacity in lieu of the common law test. While progress is clear, concerns remain, especially around the rule revoking wills upon marriage.
Read more 2 min read 10 Jun 2025 Clare Stirzaker speaks at Private Client Advisory and Litigation Forum in ParisThis Friday at the Private Client Advisory and Litigation Forum in Paris, Partner, Clare Stirzaker joins retired tax lawyer, Matthew Hutton to speak on the topic of “Getting your Affairs in Order”, focusing on relationships and records.
Read more
