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 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 1837Read 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