Private Wealth Solicitors | Private Wealth Law

Private Wealth

The Private Wealth sector comprises individuals, families, their personal and business interests and the banks, wealth management entities and other advisers that protect their key assets.

We offer a number of different legal specialities to the sector, ranging from traditional private client advice of the highest quality to commercial advice to new corporate entrants into the market on all aspects of their business. 

Many of our clients in the sector, especially entrepreneurs and landowners, rely on us to advise on the legal and tax challenges of their business, real estate and personal matters in a coordinated way. 

Our reputation and experience in the sector attracts financial institutions, partnerships and other advisers as clients who see us operating as a key player in the UK's private wealth sector and understanding its fast-changing regulatory and commercial environment. 

We do not offer private wealth management services, allowing us to work with a variety of independent specialists who do. 

We have specialist focus on four key areas:

  • Wealth generators and Entrepreneurs
  • Landowners
  • Wealth managers and Institutions
  • International
The private client team are talented. They know what they're doing. Their turnaround is phenomenal - they're always able to pick it up and run.
Chambers 2017
They're obviously very friendly, collegiate and knowledgeable. They're highly knowledgeable on more complex international cases."
Chambers 2017
Always willing to go the extra mile to provide support.
Legal 500 2015

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Recent experience

  • Working with the owners of significant privately-owned family companies to ensure an effective succession to the control and capital value of the business.
  • Advising family shareholders on a £500m plus asset disposal programme.
  • Advising as to how best to structure the tax efficient receipt by a UK resident (US citizen) of capital distributions from an existing offshore structure.
  • Nuptial arrangements to protect family assets both before and after a marriage.
  • Advising non-domicilaries how best to structure assets before becoming UK resident.
  • Providing on-going advice to more than 30 landed estates and also acting as trustees for a considerable number of these.
  • Advising a leading EIS Fund on its investments
  • Reputation management advice to high-profile listed plc director.
  • Advising founder of a healthcare technology business on corporate sale to a US buyer
  • Advising a private bank in respect of its standard documentation.
  • Providing family constitution advice to a client with a £30m family business and a disparate successor generation.
  • Our tax compliance team has worked with our tax planning lawyers to develop a comprehensive tax compliance and mitigation service.
  • Advising the trustees of a group of eight family trusts that own significant City property interests and investment portfolios in their management and strategic planning of the family's wealth and related interests.
  • Managing a £50m distribution of limited partnerships interests; negotiating warranties, indemnities and advice as to the conditions on assignment.
  • Advising as to best practice for a Liechtenstein Foundation in view of the recent UK/Swiss tax agreement.