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International Wealth Planning

Our expert teams help you to preserve your wealth, protect your assets and plan for succession. We provide intelligent solutions focussing on our international clients' individual needs.

We act for many clients domiciled or resident outside the UK who have assets in multiple jurisdictions. We are highly experienced in setting up effective international structures to hold those assets.

We advise on the creation, administration and termination of offshore trusts including the selection of the appropriate jurisdiction. We address the possibilities for the protection of assets internationally from both political risk and confiscation. We help clients on issues of domicile and residence, acquisition and disposal of UK residential and commercial property and we are highly experienced in establishing family offices to help manage large families and families with substantial wealth.

We are highly reputed for the international work that we undertake from our offices in London. We have a team who advise on the complexities of US / UK estate planning, a market-leading Middle East advisory team and in-depth knowledge of offshore territories and the key European and global financial centres.

How we help

Estate planning

We organise will and estate planning for multi-jurisdictional estates and families.

Financial structuring

We have a wealth of experience in the structuring of tax-efficient acquisition, retention and sale of real estate, portfolio investments and trading or investment businesses.

Offshore structures

We manage the creation, administration and use of offshore trusts, companies, partnerships, foundations and other appropriate entities.

Taxation

We provide domicile and residence advice to clients coming to, living in, or leaving the UK.

Pre and post nuptial agreements

We advise on all aspects of this increasingly common means of protecting inherited, pre-marital, family business or trust assets in the event of divorce or dissolution of a civil partnership.

Working with other jurisdictions

We always coordinate our advice with that received in other jurisdictions where our clients have a connection, and can advise on associated conflicts of law and private international law issues.

Track Record

  • Advising an international entrepreneur on the tax-efficient transfer of £30m of shares in a privately owned business into trust for children in advance of an IPO. This involved asset protection considerations, securing business property relief for inheritance tax purposes and hold-over relief for capital gains tax purposes. It also required swift service in order that the transfer could occur suitably in advance of the IPO.
  • Reorganising two very large non-UK Will Trusts, originally set up offshore by a non-domiciliary and which own a trading group with subsidiaries in various countries together with a valuable portfolio of investments held through offshore structures.
  • Advising a non-UK national, tax resident in a second jurisdiction but who also lives partly in a third country and has assets held personally or in trust in other jurisdictions, in relation to her Will, succession planning and wealth structuring, including the devolution of those assets. 

Our Private Wealth Services

Find a Private Wealth Lawyer

My focus has always been on preserving wealth and protecting assets in a thoughtful way that really hones in on the needs of international clients.

Geoffrey Todd, Partner

Recent awards

How to find us:
London Bankside

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

London Mayfair

Mayfair Office

6 Grosvenor Street
London
W1K 4PZ

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Oxford

Oxford Office

6 Worcester Street
Oxford
OX1 2BX

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

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