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
Family Limited Partnerships For US/UK Families (Video)
Family limited partnerships offer US-UK families a flexible alternative to trusts for wealth transfer, particularly following the UK's April 2025 inheritance tax changes. This structure provides tax-efficient gifting opportunities while introducing younger generations to wealth stewardship, though careful planning is required to navigate cross-border tax implications and US estate tax restrictions.
United Kingdom Family
WL
Withers LLP
Article
Family Investment Companies: A Flexible Tool For Private Clients
Family investment companies are gaining traction as wealth planning vehicles in the UK, offering potential tax advantages and succession planning benefits through carefully structured share classes. However, their effectiveness depends heavily on asset profiles, family objectives, and international considerations, with complex technical rules requiring careful navigation to avoid potential pitfalls.
United Kingdom Family
WL
Withers LLP
Article
Travers Smith's Sustainability Insights: What Can (Private Markets) Investors Do About Climate Change?
A recent report challenges the conventional wisdom about investor-led climate action, arguing that asset managers and owners play only a supporting role in decarbonisation while government policy and technology development lead the way. The analysis examines whether private markets investors face similar constraints or possess greater agency to drive meaningful climate-related change through their portfolio companies.
United Kingdom Environment
TS
Travers Smith LLP
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
Article
And… Score! Asset Managers’ Proprietary ESG Scoring Under Pressure From The EU ESG Ratings Regulation
The European Union's ESG Ratings Regulation introduces a comprehensive regulatory framework for ESG ratings providers that may unexpectedly capture asset managers using proprietary ESG scoring methodologies in their marketing materials. Asset managers must carefully evaluate whether their ESG-related disclosures, particularly in pitchbooks and case studies, fall within the Regulation's scope and determine their compliance strategy before the July 2026 implementation date.
United Kingdom Commercial
PR
Proskauer Rose LLP
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