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.

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

The recent muted state of the M&A market has not had the level of impact on direct lending that some observers may have expected. Panel members commented on:

United Kingdom Wealth Mgt

D

Dechert

Can A Financial Order Be Set Aside? 4 Legal Grounds For Challenging A Court Order

United Kingdom Wealth Mgt

HC

Herrington Carmichael

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

Worldwide Commercial

DG

Dixcart Group Limited

The Future Of The European Private Credit Market: Insights And Evolving Opportunities

United Kingdom Finance

D

Dechert

ESMA Publishes Four Principles For Clear, Fair And Not Misleading Sustainability-Related Claims

United Kingdom Finance

PR

Proskauer Rose LLP

Are Promises Made In Personal Relationships Always Legally Binding?

United Kingdom Family

HC

Herrington Carmichael

Protecting Intergenerational Wealth When Family Members Are Vulnerable

United Kingdom Family

WS

Wrigleys Solicitors

Understanding Bridging Loans: A Safety Net For Borrowers In Need

United Kingdom Finance

RF

Ronald Fletcher Baker

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

Worldwide Commercial

DG

Dixcart Group Limited

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

United Kingdom Family

WS

Wrigleys Solicitors

Guernsey Funds: Innovation With Alternative Strategies

United Kingdom Finance

CO

Carey Olsen

Unlocking The Future Of Solar Energy In The UK (Podcast)

United Kingdom Energy

GW

Gowling WLG

IHT Instalment Options

United Kingdom Family

WS

Wrigleys Solicitors

UK To Tighten Immigration Rules: Highlights From The 2025 White Paper

United Kingdom Immigration

RC

Richmond Chambers Immigration Barristers

Corporate Finance Soundbite: Mergerspresso - Episode 15: Moving On Up… (Podcast)

United Kingdom Finance

AG

Addleshaw Goddard

AI Isn't A Magic Bullet — Why Adoption Matters More Than Tech (Video)

United Kingdom Technology

AM

Alvarez & Marsal

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

In November, we covered the UK government's proposal to overhaul the tax treatment of carried interest in the United Kingdom—an effort...

United Kingdom Tax

AG

Akin Gump Strauss Hauer & Feld LLP

UK Regulatory Update | Asset Management Sector | Q1

Mayer Brown's UK Regulatory Update is a quarterly newsletter for the asset management sector. In this edition, covering Q1 2025, we look at consultations relating to the UK AIFMD framework...

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)

In this horizon scan for private investment funds, which is aimed at managers based in Europe, we have set out the some of the principal legal and regulatory-focused developments to look out for in the coming months.

Worldwide Finance

GP

Goodwin Procter LLP

Rule Changes For European Private Fund Managers (Podcast)

A regular briefing for the alternative asset management industry.

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

Register Of Overseas Entities And Its Impact On Property Ownership

Worldwide Commercial

DG

Dixcart Group Limited

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

Is Your Compliance Framework Fit For Purpose In 2025?

The regulatory environment in the UK is rapidly evolving, with the Financial Conduct Authority ("FCA") placing increased scrutiny on asset management firms.

United Kingdom Compliance

RQ

RQC Group

Changes On The Horizon For UK Alternative Investment Fund Management Regulation

On 7 April 2025, HM Treasury published a consultation to overhaul the regulation of Alternative Investment Fund Managers ("AIFMs") in the United Kingdom ("Consultation").

United Kingdom Finance

PR

Proskauer Rose LLP

Greenwashing In UK Asset Management: Deceptive Sustainability Claims

In an era where environmental consciousness is increasingly shaping consumer behaviour and investment decisions, asset management firms in the UK...

United Kingdom Wealth Mgt

AC

Ankura Consulting Group LLC

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

On February 26, the UK's Financial Conduct Authority (FCA) wrote to Chief Executives in the asset management and alternatives sector to set out their current supervision priorities...

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

Private Market Valuation Practices

Following on from last week's FCA's asset management and alternatives portfolio strategy letter regarding the FCA's supervisory priorities...

United Kingdom Finance

M

Macfarlanes LLP

Understanding The Impact Of Domestic Abuse In Financial Remedy Proceedings (12 March 2025)

Victims of domestic abuse seeking financial remedies often assume that their spouse's abusive behaviour will entitle them to a greater share of the matrimonial assets post-divorce.

United Kingdom Wealth Mgt

DL

Duncan Lewis & Co Solicitors

The Alternative Investor – March 2025 Edition

The March edition of The Alternative Investor is out, covering the past month's alternative news and guest writers share their insights on Real Assets.

United Kingdom Wealth Mgt

RQ

RQC Group

FCA's Latest "Dear CEO" Letter On Asset Management Priorities

Top of the FCA's priority list is to address the risk of investor harm in private markets. The FCA's concerns relate to the risks of reliance on valuations and poorly managed conflicts of interest.

United Kingdom Finance

M

Macfarlanes LLP

New Year, Similar Concerns: The FCA's 2025 Priorities For UK Private Fund Managers

United Kingdom Finance

GP

Goodwin Procter LLP

Trust Issues: Trustee Duties – And Disputes

United Kingdom Commercial

HL

Hunters

Episode #2 – Talking To Björn Pfeiffer – Real Estate Investment And ESG (Podcast)

European Union Wealth Mgt

D

Dentons

Confidence In Economy Among Wealthy Britons Falls To Record Low

United Kingdom Tax

SW

Spencer West

Partnered Research: IPEM Pan-European Private Equity Survey 2025

United Kingdom Commercial

A

AlixPartners

Travers Smith's Alternative Insights: Insights '25

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Key Regulatory Developments In The UK/EU – January 2025

United Kingdom Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Travers Smith's Sustainability Insights: EU Sustainability Regulation In 2025 (Podcast)

European Union Commercial

TS

Travers Smith LLP

Let's Talk Asset Management: Episode 7 – UK Forbearance On Investment Trust Disclosure Requirements (Podcast)

United Kingdom Wealth Mgt

NR

Norton Rose Fulbright Hong Kong

Tax - Corporate Insights For In-house Counsel | Autumn 2024

United Kingdom Tax

TS

Travers Smith LLP

Strategic Growth In Wealth Advisory: The Financial Harvest Success Story

United Kingdom Finance

IG

IR Global

Let's Talk Asset Management: Episode 9 – ELTIFs (Podcast)

United Kingdom Wealth Mgt

NR

Norton Rose Fulbright Hong Kong

Let's Talk Asset Management: Episode 10 – UK FCA's Recent Work On Non-financial Misconduct (Podcast)

United Kingdom Finance

NR

Norton Rose Fulbright Hong Kong

Travers Smith's Sustainability Insights: What Does COP29 Tell Us About The UK's Green Growth Ambitions?

United Kingdom Environment

TS

Travers Smith LLP

Let's Talk Asset Management: Episode 8 – ESMA's Guidelines On Funds' Names Using ESG Or Sustainability Related Terms

United Kingdom Finance

NR

Norton Rose Fulbright Hong Kong

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Latest Videos

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Sustainable Finance Seminar 2024 Panel Session 1 (Video)

G

Guernsey Finance

Guernsey Private Wealth Forum 2024 - Panel 1 (Video)

G

Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore Trust & Corporate Services

DG

Dixcart Group Limited

The Strengths And Challenges Of A Family Business (Video)

Sa

Shepherd and Wedderburn LLP

10 Reasons For Setting Up A Family Office

O

Ocorian

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