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 to announce that we have been shortlisted for four categories in the STEP Private Client Awards.
Read more 21 Jun 2022 Can I claim back tax on digital losses?In the Financial Times, Private Wealth Partner, Geoffrey Todd considers the fluctuations in the value of your cryptoassets and whether investors who have made significant losses should claim tax relief.
Read more 15 Jun 2022 UK’s Top 100 family businesses stay strong through pandemic – turnover drops just 4% compared to UK average of 11%In The Times, Private Wealth Partner, Hayden Bailey comments on how the top 100 family-owned businesses stay strong through pandemic compared to all UK businesses.
Read more 15 May 2022 Fresh Perspectives Contentious Trusts Conference 2022Partner and Head of Private Wealth, Andrea Zavos is co-hosting the fourth Fresh Perspectives Contentious Trusts Conference on May 15 – 16. Senior Associate, James Woods-Davison, will be joining Andrea in Barcelona for the conference.
Read more