Beneficiaries & Heirs - London Lawyers - Boodle Hatfield

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Beneficiaries & Heirs

Beneficiaries and heirs need to consider how to protect their legacy for the future, deal with tax liabilities and maybe a challenge to the Will. With a broad and deep knowledge of this complex area, trust Boodle Hatfield to advise, guide and protect you.
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Your experts

Natasha Hassall +44 (0) 20 7079 8513 View profile
Matthew Bennett +44 (0) 20 7079 8128 View profile
Mark Lindley +44 (0) 20 7079 8173 View profile

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.

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Recommended reading

3 min read 10 Jun 2026 The realities of succession: why planning goes beyond tax

As 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 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 3 min read 27 Aug 2025 James Woods-Davison speaks at the TL4 & ConTrA Private Client Summer School

This 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 done

In 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.

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