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Wills & Probate

We have many years’ experience in drafting wills and trusts and in ensuring that our clients’ estate planning objectives are met as simply and tax efficiently as possible.

At Boodle Hatfield, we have a long history of advising clients in relation to their trusts, wills and probate. We are expert in drafting tax-efficient wills for UK and international clients as well as creating lasting powers of attorney and administering trusts and estates.

Wills

Making a Will is something that many people put off. But life is complicated and full of surprises so it is important to have a valid will at all times. It will give you peace of mind that whatever happens your estate will be dealt with by people you trust; will pass to your chosen beneficiaries and will help your family at a difficult time.

By making a Will you will be able to:

  • Ensure that your partner inherits what you intend. If you die without a valid Will the intestacy rules apply, often with undesirable consequences
  • Appoint legal guardians to bring up and care for your children under 18
  • Appoint Executors and Trustees of your own choice
  • Maximise Inheritance Tax Reliefs.
  • Provide for a second spouse or partner or family members from a previous marriage
  • Direct your business interest (such as shares in the family company/partnership or farming interests to the appropriate beneficiaries
  • Leave personal items such as jewellery and heirlooms to specified beneficiaries
  • Benefit favourite Charities
  • State your wish for any specific funeral arrangements.

The Boodle Hatfield team has long experience of preparing tax-efficient wills for UK and international clients. We are also well versed at working with clients to ensure their Wills in different jurisdictions dovetail.

Lasting Power of Attorney

Many people become incapable of managing their affairs at some point in their lives, whether in old age, in the event of an accident or through illness. In these circumstances it is invaluable if they have already put in place a Lasting Power of Attorney to allow for someone else to be able to act on their behalf. Our team can advise on creating lasting powers of attorney and, where appropriate, living wills and can advise on incapacity and welfare planning.

Probate and administration of estates

When someone dies it is often a very difficult time for the family. Our probate lawyers are highly experienced in working with the executors to administer the estate and ensuring the requirements of the Will are fulfilled. We have a wealth of experience in advising clients on UK, cross-border estates and post death variations.

See here for further details and information on our fees and here for our team.

If there is a dispute over the Will our highly rated Trusts & Probate disputes team can advise on how best to resolve the problem.

 

Our Private Wealth Services

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Society of Trust and Estate Practitioners (STEP)

We adhere to the STEP code for Will Preparation in England and Wales, a copy of which is available here.

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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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