United Kingdom: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
UK tax update April 2026 In this article for the April edition of French estate planning journal Ingénierie Patrimoniale, Edward Reed and George Mitkov look at... Article 4 August 2026
This article examines recent UK legal developments affecting estate planning and trust structures, including landmark court decisions on trust registration and HMRC challenges, expanded reporting requirements for overseas entities and trusts, and significant changes to Agricultural and Business Property Relief allowances that impact wealth preservation strategies.
United Kingdom Wealth Mgt
M
Macfarlanes LLP
Article
Briefing For UCITS And AIFMs Marketing To Retail Investors In The UK
The UK's new Consumer Composite Investments regime introduces significant changes for UCITS and AIFMs marketing to retail investors, requiring new product summary documents and machine-readable disclosures by June 2027. Manufacturers and distributors must navigate enhanced collaboration requirements, revised documentation standards, and updated regulatory obligations that will fundamentally reshape how investment products are presented to UK retail consumers.
United Kingdom Finance
DE
Dillon Eustace
Article
Your Retirement Income Has An Expiry Date
The order in which investment returns occur during retirement can determine whether your portfolio lasts 30 years or runs dry in 20, even when the average return remains identical. Two retirees starting with the same capital and withdrawal rate may face vastly different outcomes depending solely on whether market downturns strike early or late in their retirement journey. This mathematical reality, known as sequencing risk, represents one of the most underappreciated threats to retirement security.
United Kingdom Wealth Mgt
SI
Spectrum IFA Group
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Jersey SPVs: The Co‑Investment Advantage (Video)
CA
Cavenwell Group