Trustees, Executors & Fiduciaries - Boodle Hatfield

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Trustees, Executors & Fiduciaries

Trustees and fiduciaries face ever more challenges to navigate the tax and trust landscape for families. Our first-rate lawyers blend specialist expertise in tax, trusts and disputes to provide excellent advice.
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Andrea Zavos +44 (0) 20 7079 8315 View profile
Mark Lindley +44 (0) 20 7079 8173 View profile
Salpy Kouyoumjian +44 (0) 20 7079 8245 View profile

Trustees, Executors and Fiduciaries play a crucial role in helping families and individuals to manage their wealth and deal with the multiple challenges that life presents, often in multi-jurisdictional situations.

They operate in a complex landscape of ever-changing legislation and intricate tax rules.

Advice around this can be wide reaching. It may involve the creation, use and variation of trusts in the UK and internationally. It may also involve tax advice, or specialist advice around contentious trust issues when trustees face conflicting requirements.

At Boodle Hatfield, we will work with you to provide practical advice, tailored to your needs, to ensure we achieve the right solution for you, dovetailing advice across all disciplines and from various jurisdictions.

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Recommended reading

4 min read 06 Jul 2020 GDPR: Trustees & PRs

‘GDPR’ is the EU’s General Data Protection Regulation, which has been in force in the UK for just over two years.

 Read more 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.

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