Joined up private wealth advice
Whether our clients are wealth generators or entrepreneurs, landowners or wealth managers, it’s an arena where the best advice is as commercial as it is practical, and it is very rarely just legal.
Our private wealth advice covers a range of specialities to the sector, including traditional private client advice of the highest quality to commercial advice to new corporate entrants into the market on all aspects of their business.
We also work closely with banks, wealth management entities and other advisers, who help to protect our clients’ key assets, and advise the private wealth industry itself in a range of sector specialist areas. We’re increasingly talking to opportunity-led multi-generational clients, where an impact-balanced portfolio has never been more important.
Seamless client service
Our reputation and experience in the sector continues to attract financial institutions, partnerships and other advisers as clients. They see us operating as a key player in the UK’s private wealth sector and appreciate our understanding of its fast-changing regulatory and commercial environment. Crucially, we do not offer private wealth management services, allowing us to work with a variety of independent specialists who do.
Recent experience
Acting in connection with many of the most significant and sensitive landed estate, agricultural, and Prime and Super Prime property transactions of recent times, many entirely off market
Advising US citizens and US resident British expats with UK tax and estate planning advice.
Providing on-going advice to a considerable number of landed estates across England and Wales, and also acting as trustees for a considerable number of these.
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 including pre-arrival tax and remittance planning.
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.
