UK Wealth Planning
Our UK wealth team works with our clients to identify specific goals and aspirations for their wealth and their succession planning. We take care to ensure the right plan is in place for each individual.
The advice might include the effective use of making lifetime gifts or gifts by Will, or by using trusts, companies or LLPs. We also assist with implementing the client’s charitable initiatives. We advise on all relevant taxes and tax reliefs and exemptions.
Our clients include wealthy UK individuals and families, entrepreneurs, business owners, landowners and estates, investors, philanthropists, trustees, family offices and art collectors.
How we help
- Estate planning and succession – We organise will and estate planning for families and individuals, with a key focus on the long-term wealth preservation. We advise on all aspects of Wills, LPAs and trusts, having long-standing expertise in dealing with complex trusts. We have in-depth experience of alternative structures such as Family Investment Companies and other corporate group structures. We advise Private Equity executives on their partnership interests
- Family Governance – Many of our clients own businesses. Creating a clear blueprint for the successful succession and future governance of the business forms a key part of our advice. We are well versed in advising on the most appropriate structures and draft Family Charters and Shareholders Agreements to ensure the business remains in the family ownership and that robust decision-making protocols are established. Good communication ensures that the critical discussions take place at the right time
- Pre and post nuptial agreements – The possibility of the divorce of an individual or a key family member presents an ongoing risk to wealth preservation. We advise on protecting inherited, pre-marital, family business or trust assets in the event of divorce or dissolution of a civil partnership, through pre and post nuptial agreements
- Financial structuring – We have a wealth of experience in the structuring of tax-efficient acquisition, retention and sale of real estate, portfolio investments and trading or investment businesses
- Offshore structures – UK clients often wish to include offshore structures in their plans. We manage the creation, administration and use of offshore trusts, companies, partnerships, foundations and other entities
Our hallmark is that we are practical and solutions based. We listen and then advise. Our lawyers are technically excellent, coupled with a pragmatic approach and a passion for finding a workable solution for everyone. We are known for our teamwork – both within the firm and with the clients’ other professional teams.
Recommended reading
We are delighted that Private Wealth Partner, Clare Stirzaker will be joining Family Business UK for their Governance Masterclass on 29 November.
Read more 11 Sep 2023 The Lessons in Legacy Podcast, Philanthropy Edition, In Conversation with Sarah WoolnoughIn this episode, Alberto Lidji and Clare Stirzaker are joined by Sarah Woolnough. Sarah is the CEO of Asthma + Lung UK, a charity leading the fight to improve care and support for everyone with a lung condition. Together Alberto, Sarah and Clare look at the impact donations and supporters have on charities and the work undertaken to build personal relationships with philanthropists to build trust and ensure a mutual partnership is aligning with the objectives of both parties.
Read more 04 Sep 2023 Zoe Jacob has been appointed as a member of the Law Society’s Immigration Law CommitteeImmigration Partner, Zoe Jacob has today been appointed as a member of the Law Society’s Immigration Law Committee where she will help shape Law Society policy on immigration related issues affecting the profession, access to justice and the rule of law – now and into the future.
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.
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