Tax & Advisory
Your experts
We provide practical, commercial advice for wealthy international and UK individuals, family businesses, partnerships, trusts and landed estates on all aspects of UK tax.
We have a strong tradition of working for families with multi-generational wealth in multiple jurisdictions and have particular expertise in integrating the tax requirements of clients’ business lives into their overall planning strategies.
Our expertise includes advising on:
- the UK’s statutory residence test
- remittance basis of taxation and preparing to move to the UK
- business investment relief and bringing funds to the UK as a non-UK domiciled individual
- the treatment of UK and overseas trusts, including the implications of a settlor or beneficiary moving to the UK and establishing “excluded property” trusts
- establishing structures to hold personal and business assets, both in the UK and overseas, including trusts, partnerships and companies
- business property relief and agricultural property relief in relation to inheritance tax
- investors’ relief and business asset disposal relief in relation to capital gains tax
- the taxation of UK companies
- the acquisition, holding or “de-enveloping” of UK residential and commercial property.
How we help
- In-depth tax knowledge – We advise on all aspects of income, capital gains and inheritance tax, as well as VAT, corporation tax and SDLT
- Providing coordinated advice – We work alongside our corporate and real estate teams as well as leading tax advisors in other jurisdictions to provide coordinated advice on our clients’ asset holding structures and estate plans in the UK and overseas
- UK real estate – We regularly advise both UK and non-UK resident individuals and corporates on the UK tax implications of acquiring, holding or disposing of UK residential and commercial real estate
- Personal estate planning – We draft wills for clients and assist them with their estate planning more generally, including working with their advisors in other jurisdictions in relation to the passing of wealth to the next generation in a tax efficient manner
- Corporate transactions – We advise clients on the tax considerations of commercial transactions, whether it is mergers & acquisitions, management buyouts, property acquisitions or business reorganisations
- Asset holding structures – We provide clear advice in relation to the structuring options available to individuals, trustees, funds, companies, landed estates and family businesses, in the UK and internationally
Recommended reading
We are delighted to announce a significant round of promotions with three new partners and four new senior associates. All promotions come into effect from 1 April 2024.
Read more 26 Feb 2024 Boodle Hatfield announces new gender-neutral parental leave policyBoodle 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 18 Sep 2023 Boodle Hatfield advises Showpiece.com on the sale of shares in Banksy’s Valentine’s Day Mascara muralBoodle Hatfield has advised online fractional ownership collectibles marketplace Showpiece.com, on the sale of shares in Banksy’s iconic Valentine’s Day Mascara mural in Margate, which has been valued at £6 million.
Read more 04 Sep 2023 Family businesses and turbulent economies – building on strengthsIn turbulent economic times family-run businesses have shown their ability to often cope with economic ups and downs relatively well. In Family Business United, Senior Associate, Charlie Hewlett looks at the reasons behind the intrinsic resilience of family businesses and highlights the practical measures that should be considered in the current economic environment.
Read more