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 2 min read 10 Jun 2025 Clare Stirzaker speaks at Private Client Advisory and Litigation Forum in Paris

This 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 2 min read 11 Feb 2025 Nicola Bushby speaks at the ThoughtLeaders4 Trusts in Divorce conference

Nicola’s panel will look at ‘Insights into Wealth and Trust Protection’, where she will be joined by Joanna Grandfield from Mills & Reeve, Richard Kershaw from Hunters Law and Nicholas Yates KC from 1 Hare Court. Together, they will look at what to consider when drafting pre- and post-nuptial agreements, what constitutes undue pressure and family charters.

 Read more 2 min read 18 Sep 2024 James Woods-Davison to speak at the ThoughtLeaders4 Contentious Trusts Next Gen Summit

Senior Associate, James Woods-Davison will be speaking at the Contentious Trusts Next Gen Summit on a panel looking into how trustees can manage their risks and liabilities alongside Aidan Briggs at New Square Chambers and Jemma Goddard at Stewarts.

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