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Private wealth

Boodle Hatfield has a first class reputation for providing practical, effective and innovative legal advice for wealthy individuals and families, landed estates, family businesses, trustees and family offices, both in the UK and internationally.

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Our Expertise

Long-standing relationships

We have advised many of our client families for several generations. This enables us to provide advice which caters for the needs and wishes of each client and family with knowledge and understanding of their history.

Resolving disputes

We are adept at dealing effectively with difficult or sensitive issues, whether it is a dispute over a will or trust or family breakdown and divorce.

Wealth preservation

We focus on growing, protecting and transferring wealth between generations, by establishing appropriate structures and processes, based on a clear understanding of our clients’ priorities.

Working as part of our client’s team

We are used to working effectively with our clients’ other professional advisers.

Our 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.

  • Providing strategic trust and tax planning advice for a large, high-profile, family property business. Recently, this advice has included a major review of the way in which the business is held through family trusts and a complex Variation of Trust Application deigned partly to secure protection for the trustees of those trusts against potential personal liability in future.

  • Undertaking a Court Application under s57 Trustee Act 1957 for a series of complex family trusts owning a trading company.

  • Acting for the husband in the case of B v B [2013] EWHC 1232 (Fam) in a two week trial in the High Court. The family had liquid wealth of £40m and the husband had potential illiquid wealth of, on the wife's case, between €139m to €278m as a result of the husband's fund manager role at a private equity firm. The main issue in the case was the extent to which the wife should be entitled to share in these valuable illiquid assets in the future. Katie and the team successfully argued on behalf of the husband that there should be a substantial departure from equality in relation to the illiquid assets given the post-separation efforts required by the husband to bring the funds to fruition.

  • Advising a wealthy client in a jurisdictional race as to the most appropriate forum to commence divorce proceedings which involved consideration of the relevant law in New York and Monaco as well as England and Wales. Proceedings were eventually issued in New York, to the husband's advantage.

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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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