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.

Tax Efficiency And HMRC Compliance – The Rise Of Family Investment Companies

Family Investment Companies (FICs) have become an increasingly popular tool for families seeking a tax-efficient way to manage and transfer wealth.Establishing a FIC is a strategic move for long-term...

United Kingdom Tax

HL

Hunters

Travers Smith's Venture Insights: Behind The UK Budget Headlines – Impacts On Venture

It's been a long time since a UK Budget and especially its behind-the-scenes mechanics (leaks, briefings and uploads) caused such a row.

United Kingdom Commercial

TS

Travers Smith LLP

Welcome Changes Made To New UK Carried Interest Tax Regime

The government yesterday, 4 December 2025, published an updated draft of the legislation implementing the UK's new carried interest tax regime coming into force from 6 April next year.

United Kingdom Tax

TS

Travers Smith LLP

Inheritance Tax: Gifting Smarter

The Times reported today that in 2022-23 14,030 lifetime gifts were liable to Inheritance Tax (IHT) on the death of the donor.

United Kingdom Tax

HL

Hunters

In Case You've Missed It: European Regulatory Updates from October & November 2025

United Kingdom Wealth Mgt

RG

Ropes & Gray LLP

Travers Smith's Alternative Insights: Does The UK Have A Coherent Strategy For Private Capital? (Podcast)

United Kingdom Tax

TS

Travers Smith LLP

Budget 2025 – Proposed Government Reforms To EMI Share Option Schemes

United Kingdom Wealth Mgt

HL

Hunters

Travers Smith's Alternative Insights: Should You Label Your Next Fund? (Podcast)

United Kingdom Finance

TS

Travers Smith LLP

Wealth Consolidation - FCA Review Findings

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Beyond The Non-Dom Era: Why A Will Is Central To UK Wealth Management

Worldwide Strategy

DU

Dixcart UK

Travers Smith's Alternative Insights: Are Pooled Investment Funds On Their Way Out? (Podcast)

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Case Study: Navigating The UK's Inheritance Tax Challenges

United Kingdom Commercial

DG

Dixcart Group Limited

FCA Review On Consolidation In The Financial Advice And Wealth Management Sector

United Kingdom Commercial

PR

Proskauer Rose LLP

FCA Sets Out T+1 Settlement Expectations For UK Asset Managers And Alternative Firms

United Kingdom Wealth Mgt

KM

Katten Muchin Rosenman LLP

AI In The Workplace Masterclass: A Practical Overview Of What Employers Need To Know (Video)

United Kingdom Technology

BP

Burness Paull

(Mis)Conduct, Money & Reputation | Woodford, The FCA And The Staley Effect (Podcast)

United Kingdom Finance

KM

Katten Muchin Rosenman LLP

Travers Smith's Alternative Insights: Should You Label Your Next Fund? (Podcast)

United Kingdom Finance

TS

Travers Smith LLP

Navigating FX Hedging In 2025: Strategies For A Turbulent Market

United Kingdom Finance

A

AlixPartners

The UKIPO's Consultation On Changes To UK Design Law And Its Possible Impact On Fashion Designs (Podcast)

United Kingdom IP

HL

HGF Ltd

Assets In The UK And Inheritance Tax – Planning Opportunities Available For Certain Individuals

It is important that UK inheritance tax is taken into careful consideration, in particular by individuals who have assets in the UK.

DG

Dixcart Group Limited

Without Notice Applications: Full And Frank Disclosure After Astor v Pliego

Ex parte orders including freezing orders, proprietary injunctions and similar interim measures, remain among the most powerful remedies available to the courts.

United Kingdom Wealth Mgt

GL

Gardner Leader

CP25/28: Fund Tokenisation - A Few Steps Closer

On 14 October 2025, the FCA published a consultation paper on progressing fund tokenisation (CP25/28).

United Kingdom Technology

KL

Herbert Smith Freehills Kramer LLP

Value-Added Tax (VAT) In Portugal

Value-Added Tax (VAT) is a key component of Portugal's tax system.

Worldwide Commercial

DG

Dixcart Group Limited

Inducements To Invest In Private Funds

United Kingdom Finance

M

Macfarlanes LLP

Travers Smith's Sustainability Insights: Human Rights Due Diligence And Defence Investments (Podcast)

United Kingdom Commercial

TS

Travers Smith LLP

UK Regulatory Update | Asset Management Sector | Q3

United Kingdom Wealth Mgt

MB

Mayer Brown

How To Make A Prenuptial Agreement Stick…the Court Of Appeal Decision In Helliwell v Entwistle

United Kingdom Family

WL

Withers LLP

Travers Smith's Sustainability Insights: Why Less Might Be More (Podcast)

United Kingdom Commercial

TS

Travers Smith LLP

July – August Regulatory Round-Up

United Kingdom Finance

AG

Akin Gump Strauss Hauer & Feld LLP

UK Financial Services Reform: Strategic Opportunities For Asset Managers

United Kingdom Finance

RG

Ropes & Gray LLP

How To Avoid The Tax Traps When Gifting Money To Children

United Kingdom Tax

Sa

Shepherd and Wedderburn LLP

Family Limited Partnerships: A Strategic Alternative To Trusts

United Kingdom Tax

WL

Withers LLP

IHT Instalment Options

United Kingdom Family

WS

Wrigleys Solicitors

UK Financial Services Reform: Strategic Opportunities For Asset Managers

The UK government has unveiled a comprehensive package of reforms aimed at recalibrating the regulatory environment, unlocking productive capital...

United Kingdom Finance

RG

Ropes & Gray LLP

How To Avoid The Tax Traps When Gifting Money To Children

Intergenerational gifting is arguably at an all-time high and while gifting is, in some circumstances, a sensible step to take, wealth should be released in a tax efficient manner, bearing in mind individual circumstances.

United Kingdom Tax

Sa

Shepherd and Wedderburn LLP

Family Limited Partnerships: A Strategic Alternative To Trusts

Many parents wish to pass down wealth to their children for inheritance tax (‘IHT') planning and to maximise younger generations' lower marginal rates of income tax and capital gains tax...

United Kingdom Tax

WL

Withers LLP

IHT Instalment Options

Government announces extension to interest-free inheritance tax instalment option for all qualifying assets.

United Kingdom Family

WS

Wrigleys Solicitors

Exploring The Path Ahead For Private Credit: Strategic Insights And Opportunities In A Dynamic Market

United Kingdom Wealth Mgt

D

Dechert

Protecting Intergenerational Wealth When Family Members Are Vulnerable

For family business owners, building a secure financial future is essential — not only for themselves but also for loved ones.

United Kingdom Family

WS

Wrigleys Solicitors

Understanding Bridging Loans: A Safety Net For Borrowers In Need

In the complex world of finance, bridging loans emerge as a crucial lifeline for borrowers navigating temporary cash flow gaps.

United Kingdom Finance

RF

Ronald Fletcher Baker

2025 UK Tax Changes For Non-Doms: Do's And Don'ts

Significant changes were introduced to the UK's tax rules for non-domiciled individuals from 6 April 2025. The remittance basis for non-UK domiciled individuals has been replaced with a residency-based system.

Worldwide Commercial

DG

Dixcart Group Limited

Equality vs Fairness vs Business Need: Dividing Family Business Wealth And Assets Among Blended Families

Blended families face unique succession challenges. Balancing equality, fairness, and business needs requires clear planning.

United Kingdom Family

WS

Wrigleys Solicitors

Guernsey Funds: Innovation With Alternative Strategies

United Kingdom Finance

CO

Carey Olsen

From Crackdown To Calibration: The UK's Evolving Carried Interest Regime

United Kingdom Tax

AG

Akin Gump Strauss Hauer & Feld LLP

UK Regulatory Update | Asset Management Sector | Q1

United Kingdom Wealth Mgt

MB

Mayer Brown

Horizon Scan For Private Investment Funds: Key Recent Funds, Legal, And Regulatory Developments To Look Out For In The Coming Months (June 2025) (Podcast)

Worldwide Finance

GP

Goodwin Procter LLP

Rule Changes For European Private Fund Managers (Podcast)

European Union Wealth Mgt

TS

Travers Smith LLP

When Does Non-Matrimonial Property Become Matrimonial Property?

Worldwide Family

HL

Hunters

Family Investment Companies (FICs) And HMRC Scrutiny In 2025: What UK High Net Worth Individuals Should Know

United Kingdom Family

HL

Hunters

Investment Management Update - May 2025

United Kingdom Finance

M

Macfarlanes LLP

Probate Lawyer Explains What Will Happen To Liam Payne's Estate Without A Will

United Kingdom Family

HL

Higgs LLP

UK Regulatory Divergence – HMT And FCA Publish Proposals To Revise The Regulatory Framework For UK AIFMs

United Kingdom Finance

D

Dechert

Is Your Compliance Framework Fit For Purpose In 2025?

United Kingdom Compliance

RQ

RQC Group

Changes On The Horizon For UK Alternative Investment Fund Management Regulation

United Kingdom Finance

PR

Proskauer Rose LLP

Greenwashing In UK Asset Management: Deceptive Sustainability Claims

United Kingdom Wealth Mgt

AC

Ankura Consulting Group LLC

The UK Regulator Sets Out Its Supervisory Priorities For The Asset Management And Alternatives Sector

United Kingdom Finance

CW

Cadwalader, Wickersham & Taft LLP

A New Era Of Giving: How Family Philanthropy Is Creating An Impact

United Kingdom Commercial

WL

Withers LLP

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Latest Videos

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Travers Smith's Alternative Insights: Should You Label Your Next Fund? (Podcast)

TS

Travers Smith LLP

Guernsey Private Wealth Forum 2025 - Panel 1 (Video)

G

Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 2/5) (Video)

DG

Dixcart Group Limited

Why Would You Set Up A Charity? (Video)

Sa

Shepherd and Wedderburn LLP

How Private Trusts Can Be Used For Effective Succession Planning (Video)

O

Ocorian

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