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Tax & Advisory

Structuring personal or business affairs in a tax efficient manner can be both challenging and complex. Our team is renowned for its expert knowledge and the practical and commercial advice we provide to our UK and international clients.

We provide practical, commercial advice for wealthy individuals and families as well as landed estates and family businesses on all aspects of tax. We have a strong tradition of working for families with multi-generational wealth.

As tax law in the UK becomes more complex, we are able to ensure that our clients are compliant in a world of ever-shifting goal posts and that they are aware of the potential for tax saving in their business and property affairs. It is clear that the need for specialist tax advice has never been greater than it is currently. Our ultimate goal is to ensure that my clients are operating within the rule whilst making their wealth work to suit their needs.

Our team is renowned for its expert knowledge and the practical and commercial advice we provide to our clients both in the UK and worldwide.

We provide comprehensive advice on all UK taxes, including inheritance tax, capital gains tax, income tax, VAT, corporation tax and SDLT. We also advise you on your transactions whether buying or selling a business or property or restructuring existing assets.

Across the private wealth team, we have wide experience in drafting tax efficient wills as well as aspects of lifetime giving and tax planning strategies. We also provide support to trustees on all aspects of planning, structuring administering and terminating trusts and other wealth holding structures.

How we help

In-depth knowledge

We provide comprehensive advice on all UK taxes, including inheritance tax, capital gains tax, income tax, VAT, corporation tax and stamp duty.

Transactions

We advise on all aspects of sales, purchases and business and property restructurings.

Options for wealth holding structures

We provide clear explanations of the structuring options available to individuals, trustees, funds, companies, landed estates and family businesses, in the UK and internationally.

Track Record

  • Advising on the total restructuring across various jurisdictions of the wealth of an overseas family with worldwide assets.
  • Advising a rural estate on the implementation of a CGT arrangement over land earmarked for development, banking both the gain to date and future gain at the previous rate.
  • Extensive advice on tax reliefs available on death, inter-family arrangements or sales of property, and on succession planning from one generation to another. This includes tax planning with the family home including reversionary lease schemes, co-ownership and full consideration arrangements; implementing a partnership and succession planning arrangement to secure business property relief from Inheritance Tax, as well as to ensure the income requirements for family members are maintained; pre-death emergency tax planning and then advising following the death of the landowner on availability of tax reliefs, including with mineral royalties.
  • Advising a set of offshore trustees on a buyback of shares in a UK company and achieving a significant saving of tax through a restructuring of their holding.

Our Private Wealth Services

Find a Tax Lawyer

In this technical area of law, it is important to me that my clients and their other advisers receive clear guidance. As a former lecturer on the topic, I take great pride in breaking down the legal jargon to provide advice that is easy to understand and helps everyone move forward in the same strategic direction.

Sara Maccallum, Senior 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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