Tax & Advisory - Boodle Hatfield

Your lawyers since 1722

Tax & Advisory

As tax law becomes ever more complex and subject to increasing scrutiny, excellent tax advice is key. We provide UK tax advice to clients around the world in relation to both their personal and business affairs, often working with advisors in different jurisdictions to deliver coordinated advice and develop an overall plan.

We provide practical, commercial advice for wealthy international and UK individuals, family businesses, partnerships, trusts and landed estates on all aspects of UK tax.

We have a strong tradition of working for families with multi-generational wealth in multiple jurisdictions and have particular expertise in integrating the tax requirements of clients’ business lives into their overall planning strategies.

Our expertise includes advising on:

  • the UK’s statutory residence test
  • remittance basis of taxation and preparing to move to the UK
  • business investment relief and bringing funds to the UK as a non-UK domiciled individual
  • the treatment of UK and overseas trusts, including the implications of a settlor or beneficiary moving to the UK and establishing “excluded property” trusts
  • establishing structures to hold personal and business assets, both in the UK and overseas, including trusts, partnerships and companies
  • business property relief and agricultural property relief in relation to inheritance tax
  • investors’ relief and business asset disposal relief in relation to capital gains tax
  • the taxation of UK companies
  • the acquisition, holding or “de-enveloping” of UK residential and commercial property.

How we help

  • In-depth tax knowledge – We advise on all aspects of income, capital gains and inheritance tax, as well as VAT, corporation tax and SDLT
  • Providing coordinated advice – We work alongside our corporate and real estate teams as well as leading tax advisors in other jurisdictions to provide coordinated advice on our clients’ asset holding structures and estate plans in the UK and overseas
  • UK real estateWe regularly advise both UK and non-UK resident individuals and corporates on the UK tax implications of acquiring, holding or disposing of UK residential and commercial real estate
  • Personal estate planningWe draft wills for clients and assist them with their estate planning more generally, including working with their advisors in other jurisdictions in relation to the passing of wealth to the next generation in a tax efficient manner
  • Corporate transactionsWe advise clients on the tax considerations of commercial transactions, whether it is mergers & acquisitions, management buyouts, property acquisitions or business reorganisations
  • Asset holding structures – We provide clear advice in relation to the structuring options available to individuals, trustees, funds, companies, landed estates and family businesses, in the UK and internationally
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