Private Client
At Boodle Hatfield, we have been guiding wealthy individuals and families through the legal complexities of planning and protecting their wealth for generations, providing pragmatic and relevant advice.
Today, we are highly attuned to the fast pace of change and expectations – considerations around transparency and risk; ever increasing regulation, international lifestyles and social change to name a few. We blend those factors into our experience to offer robust solutions.
It is by working alongside our clients to truly understand their requirements that we can provide advice which caters for the needs and wishes of each client and family with knowledge and understanding of their history, goals and family philosophy.
Our lawyers are experts in their fields, renowned for being team players and for providing excellence in client service.
How we help
- International and UK Wealth Planning and Asset Protection
- Trust & Succession Planning
- Tax & Advisory
- Private Wealth Disputes
- Philanthropy and Charities
- Wills, Probate and Estate Administration
- Family Business and Family Offices
- Middle East
Recommended reading
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 23 Sep 2020 Remote witnessing of Wills—pros and cons from a disputes’ perspectivePrivate Client analysis: Mark Lindley, partner at Boodle Hatfield, discusses the new rules in the Wills Act 1837
Read more 19 Mar 2020 Law Firm Disclosure Ruling On Trustee Docs Has LimitsA 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 21 Oct 2019 Inheritance dispute: Oldest died firstA recent case, Scarle v Scarle [2019] EWHC 2224 (Ch), had to address the operation of the rarely used ‘commorientes’ rule.
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