Dom Rothbarth

As the UK approaches a £5.5 trillion intergenerational wealth transfer, what does this really mean for families beyond financial planning? In Mayfair Times, Partners Hayden Bailey and Nicola Bushby reflect on the long-term nature of this shift and why, in practice, “the challenge is never just legal” when managing succession and disputes.

Next week in Versailles, Partners, Clare Stirzaker, Emily Brand and Nicola Bushby will be speaking at the TL4 HNW Private Client Advisory and Litigation Forum on 10–12 June. For its 3rd annual conference, Clare will join a panel discussion titled ‘The Global Race for Philanthropic Capital’ alongside Ed Powles and Joe Crome. Emily and Nicola will be joined by fellow speaker and host Rupert Ticehurst to discuss the panel ‘Stepmoms – Why do they have a bad reputation, and is conflict with children from a first marriage inevitable?’

In a recent Telegraph article exploring alternatives to buy-to-let investment, buy-to-let returns face are increasing pressure, with investors turning to English vineyards as an alternative. In this article, Partner and Head of Residential Property, Saskia Arthur comments on how improving UK climate conditions and rising demand for English wine are driving interest, though success requires a long-term, hands-on approach and diversified income streams.

Double taxation remains an unresolved issue for UK residents holding investments through US LLCs. Private Wealth Partners, Laurence Morgan and Dom Rothbarth, and Senior Associate, Marie McCallum outline how conflicting UK and US tax treatments can lead to unfair outcomes and the grounds for optimism.