International Wealth Planning
We act for many internationally mobile individuals 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 an appropriate jurisdiction. 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.
How we help
- Estate planning – We organise will and estate planning strategies 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
- Tax advice – 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 preserving 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. We have a strong network of professionals around the world and are renowned for working closely with our clients’ international teams of advisers.
Recommended reading
Boodle Hatfield, the leading private wealth and real estate law firm, has revealed a new equal opportunity parental leave policy. The new policy is available to all employees and Partners across the firm and is believed to be a market first for an independent London law firm.
Read more 20 Feb 2024 Boodle Hatfield successfully succeeds on three grounds in a will validity claimPartner, Nicola Bushby and Associate, Katherine Reed have secured a significant High Court victory in relation to the validity of a will, succeeding on three grounds.
Read more 16 Feb 2024 A tale of two testsIn the STEP Journal, Partner, Nicola Bushby and Associate, Katherine Reed describe the tension between the Banks v Goodfellow and MCA 2005 tests when dealing with testamentary capacity cases and highlight that the only rational course is for the law to adopt one single test.
Read more 16 Feb 2024 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Jake HaymanIn the fifth and final episode of ‘The Philanthropy Edition’ Alberto Lidji and Clare Stirzaker are joined by Jake Hayman, a serial entrepreneur and experienced social sector consultant. Jake has been working with some of the most progressive wealth holders for the last 20 years and is currently writing a book on the topic. Together Alberto, Jake and Clare look at everything from taxes to misunderstandings around philanthropy and how wealth can be managed in a more equitable and just way
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