United Kingdom: Wealth 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.
Video
Instructing An IFA In Court Of Protection Cases: What To Include (Video)
Independent Financial Advisers need comprehensive information about a protected party's background, current finances, and future care projections to provide effective advice in Court of Protection cases. Deputies who understand how to frame instructions properly—focusing on what the money needs to achieve rather than simply what's available to invest—receive better-targeted financial guidance and can more effectively manage family expectations through scenario modelling.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
Article
Getting Your House In Order: A Private Client Checklist For September
With significant inheritance tax changes for pensions taking effect in April 2027, this comprehensive guide examines five essential areas of estate planning that families should review this autumn. From pension arrangements and regular gifting strategies to education funding, lasting powers of attorney, and digital asset management, discover practical steps to ensure your financial affairs remain aligned with your objectives and compliant with evolving tax legislation.
United Kingdom Wealth Mgt
WB
Wedlake Bell
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Related Country Guides

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Family Office

Offshore Banking

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Offshore Company Formation

Article
Changes To The Rules On Trust Registration: What Trustees Need To Know
The UK government has introduced significant changes to trust registration requirements, affecting both the Trust Registration Service and the Register of Overseas Entities. These new rules expand registration obligations for overseas trusts holding UK land while providing exemptions for certain low-value trusts, requiring trustees to review their compliance status and take action by specified deadlines.
United Kingdom Wealth Mgt
C
Cripps
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Wealth & Asset Management

Article
Shifting Traditions: Acceptance In Lieu And The Great Wealth Transfer
Over the next two decades, USD 83 trillion is set to pass between baby boomers and their heirs in what has been coined ‘the great wealth transfer’. As significant collections and cultural assets pass between generations, many families are reassessing how best to plan their succession, particularly where the next generation has different financial priorities and collecting interests.
United Kingdom Tax
PS
Penningtons Manches Cooper LLP
Video
Instructing An IFA In Court Of Protection Cases: What To Include (Video)
Independent Financial Advisers need comprehensive information about a protected party's background, current finances, and future care projections to provide effective advice in Court of Protection cases. Deputies who understand how to frame instructions properly—focusing on what the money needs to achieve rather than simply what's available to invest—receive better-targeted financial guidance and can more effectively manage family expectations through scenario modelling.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
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Offshore Financial Centres

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Latest Videos

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