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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

4 min read 06 Dec 2021 The tricky politics of inheritance – who should you leave your money to?

In a recent article in The Telegraph, Private Wealth Partner, Mark Lindley provides some commentary on how leaving very little paperwork upon death, can open up a whole quagmire of unknowns.

 Read more 6 min read 29 Nov 2021 Dynasties & Drama: Family Business In Focus

In WealthBriefing, Private Wealth Associate, James Woods-Davison outlines how family business feuds can be mitigated by having strong corporate and family governance structures which engender confidence in the way in which the business is run and promotes a healthy level of transparency.

 Read more 7 min read 11 Nov 2021 Digital lasting power of attorney pitfalls

In International Adviser, Senior Associate Anna Davies and Trainee, Annabella King reflect on the steps towards the modernisation and efficiency of LPAs and highlight how maintaining safeguards for donors must remain of paramount importance.

 Read more 2 min read 04 Oct 2021 Where there’s a will and a couple of marriages, things get complicated

Private Wealth Dispute Partner, Mark Lindley comments on the importance of legal guidance in The Sunday Times as ‘blended families’ are on the rise, so are inheritance rows and while the stereotype may be archaic, valid complications remain.

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