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.
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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
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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