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.

Jo Carr-West Explores What Advisors Need To Know When Supporting Over 50s Through Divorce With WealthBriefing

Jo Carr-West, Partner in our Family & Relationships department, discusses what the rise in divorces among people over 50 means, and what advisors should know.

United Kingdom Family

HL

Hunters

Travers Smith's Alternative Insights: Unlocking Private Markets (Podcast)

Wealthy individuals targeted: In Europe, policymakers and larger private fund managers are adapting rules and processes to attract more high-net-worth investors, while acknowledging that managing investor protection rules is essential.

United Kingdom Wealth Mgt

TS

Travers Smith LLP

The UK FCA Consults On Changes To The UK Short Selling Regime

On 28 October 2025, the Financial Conduct Authority (FCA) published a consultation paper setting out proposed changes to the UK short selling regime.

United Kingdom Finance

SR

McDermott Will & Schulte

Consumer Duty: How Can Wealth Managers Stay On The Front Foot In 2026?

Since coming into force on 31 July 2023, the FCA's Consumer Duty has raised complex questions about scope and compliance, especially for wealth managers...

United Kingdom Wealth Mgt

TS

Travers Smith LLP

The Importance Of Mediation In Inheritance Disputes

United Kingdom Family

BL

Barnes Law

How The Budget Influences Divorce, Financial Settlements And Family Wealth Planning

United Kingdom Family

BL

Buckles Law

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

United Kingdom Tax

HL

Hunters

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

United Kingdom Commercial

TS

Travers Smith LLP

Welcome Changes Made To New UK Carried Interest Tax Regime

United Kingdom Tax

TS

Travers Smith LLP

Inheritance Tax: Gifting Smarter

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

The Concept Of 'Overall Impression' In UK And EU Registered Design Law (Podcast)

United Kingdom IP

HL

HGF Ltd

What Are The Top Five UK Data Protection And Cyber Security Developments For 2026?

United Kingdom Privacy

GW

Gowling WLG

GDPR and Child Protection: Legal Requirements for Businesses

United Kingdom Privacy

L

LegalVision

Public Law Podcast Episode 23: January Wrap Up Of Key Developments

United Kingdom Government

KL

Herbert Smith Freehills Kramer LLP

Lewis Silkin's Data, Privacy & Cyber Team Watch Outs For 2026

United Kingdom Technology

LS

Lewis Silkin

Wealth Consolidation - FCA Review Findings

The review responds to a recent uptick in consolidation in the financial advice and wealth management sector by so-called "consolidators" acquiring other businesses in the area.

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

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

When the UK ended its non-domicile tax regime in April 2025, the change was more than just a technical tax reform, it was a signal that the country's relationship with global wealth had fundamentally shifted

Worldwide Strategy

DU

Dixcart UK

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

Tokenisation will reshape funds: The UK is stepping up its efforts to help the fund management industry to tokenise funds, ultimately promising bespoke portfolios and efficiency gains...

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Case Study: Navigating The UK's Inheritance Tax Challenges

In this scenario, an international private client, let's call him John, a UK resident in his early 70s and a widower, found himself confronted with a substantial Inheritance Tax (IHT) bill.

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

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

DG

Dixcart Group Limited

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

United Kingdom Wealth Mgt

GL

Gardner Leader

CP25/28: Fund Tokenisation - A Few Steps Closer

United Kingdom Technology

KL

Herbert Smith Freehills Kramer LLP

Value-Added Tax (VAT) In Portugal

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

Inducements To Invest In Private Funds

The fundraising market for private fund sponsors continues to be incredibly competitive. This article explores some of the strategies that sponsors are employing...

United Kingdom Finance

M

Macfarlanes LLP

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

Everyone now knows that Europe will spend more on its defence in the coming decade. What is less clear, though, is where the money will come from. While there is general agreement that public sector funding...

United Kingdom Commercial

TS

Travers Smith LLP

UK Regulatory Update | Asset Management Sector | Q3

Welcome to Mayer Brown's UK Regulatory Quarterly Newsletter for the asset management sector. In this edition, covering Q3 2025, we cover five key topics as summarised here.

United Kingdom Wealth Mgt

MB

Mayer Brown

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

The recent appeal judgment in Helliwell v Entwistle [2025] EWCA Civ 1055 is a cautionary tale for clients who are entering prenuptial agreements and highlights the importance...

United Kingdom Family

WL

Withers LLP

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

United Kingdom Commercial

TS

Travers Smith 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

Once a final order is made by the court in financial remedy proceedings, whether the order was agreed by consent between the parties or imposed on the parties at a final hearing...

United Kingdom Wealth Mgt

HC

Herrington Carmichael

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

At Dechert's inaugural Private Credit Summit in London, Dechert's David Miles and Chris Gardner moderated a panel of industry leaders including Neale Broadhead from CVC Credit Partners...

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

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

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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

Private Wealth Forum 2024 - Panel 2 (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

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

O

Ocorian

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