Trustees, Executors & Fiduciaries
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.
‘GDPR’ is the EU’s General Data Protection Regulation, which has been in force in the UK for just over two years.Read more 9 min read 06 Sep 2021 Estate planning with a digital footprint
Over recent years there has been a flurry of investment in cryptocurrency and Non-Fungible Tokens (NFTs). It is estimated that around one fifth of the UK population now own at least one form of digital asset. Private Client & Tax Partner, Hayden Bailey and Associate, Satjivan Aujla outline the legal considerations around these investments in the long run.Read more 2 min read 26 Aug 2021 ThoughtLeaders4 Next Gen Wealth & ConTrA Private Client Summer School: The Ultimate Insider’s Guide
James Woods-Davison is speaking at the ThoughtLeaders4 Next Gen Wealth & ConTrA Private Client Summer School: The Ultimate Insider’s Guide.Read more 9 min read 25 Aug 2021 Why LPAs are a vital part of intergenerational planning
In the FT Adviser, Private Wealth Associate, Satjivan Aujla and Trainee, Annabella King discuss how to integrate LPAs into family wealth preservation.Read more