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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 over 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

4 min read 18 Dec 2020 What can be done where trustees or personal representatives have made a mistake?

In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.

 Read more 8 min read 23 Sep 2020 Remote witnessing of Wills—pros and cons from a disputes’ perspective

Private Client analysis: Mark Lindley, partner at Boodle Hatfield, discusses the new rules in the Wills Act 1837

 Read more 5 min read 19 Mar 2020 Law Firm Disclosure Ruling On Trustee Docs Has Limits

A recent Court of Appeal ruling that a trustee can’t use privilege to withhold documents requested by a beneficiary will have a limited impact due to a 2018 update to the U.K.’s data protection law.

 Read more 4 min read 21 Oct 2019 Inheritance dispute: Oldest died first

A recent case, Scarle v Scarle [2019] EWHC 2224 (Ch), had to address the operation of the rarely used ‘commorientes’ rule.

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