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
Pensions Weekly Update – 13 May 2026
This weekly update examines the newly enacted Pension Schemes Act 2026 and The Pensions Regulator's latest annual funding statement, which reveals that approximately 90% of defined benefit schemes are now in surplus on a technical provisions basis. The summary also covers emerging evidence on DC consolidation economies of scale, TPR's five-year corporate strategy consultation, and new HMRC guidance on inheritance tax treatment of unused pension pots.
United Kingdom Employment
SP
Squire Patton Boggs LLP
Article
Investment Management Update - April 2026
The Financial Conduct Authority has released a series of regulatory updates and priorities for the investment management sector, introducing new operational resilience requirements, reforming advice market rules, and modernizing the redress system. These developments signal significant changes in how firms must approach consumer protection, operational incident reporting, and third-party arrangements while balancing growth objectives with regulatory compliance.
United Kingdom Finance
M
Macfarlanes LLP
Article
A Thin Line Between "Administrative" And "Technical" At The EPO
The European Patent Office Boards of Appeal has issued a significant decision regarding the technical character of database systems for tracking physical tools. When an Examining Division dismissed the invention as merely administrative, the Board of Appeal found that image-based sensing systems that capture physical location data and update databases possess inherent technical character, potentially reshaping how patent examiners assess inventive step in automated asset management systems.
European Union IP
MC
Marks & Clerk
Article
Family Offices: The Priceless Value Of Information
Family offices manage vast amounts of sensitive information spanning private data, communications, and digital footprints that can expose families to significant reputational risk if mishandled. As these enterprises become more global and digitally enabled, information has evolved into a critical asset requiring the same deliberate oversight as financial capital. This analysis explores how family offices can proactively protect their information assets through strategic planning, understanding exposure poin
United Kingdom Wealth Mgt
WL
Withers LLP
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