Worldwide: 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.

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

From Deference To Dialogue: Why Transparency Is Now A Trustee's Strongest Defence

For decades, the relationship between trustees and beneficiaries was defined by quiet deference – beneficiaries trusted their trustees, accepted decisions, and rarely questioned how trusts were managed.

Jersey Commercial

CC

Collas Crill

Guernsey Private Wealth Forum 2025 - Panel 1 (Video)

The first panel of the event, titled 'Building Wealth', featured Alice Russell from Cazenove, Alexander Joshi from Barclays Private Bank, Juliet Young from Schillings Partners and Tom Hibbert from Canaccord.

Guernsey Wealth Mgt

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Guernsey Finance

Guernsey Private Wealth Forum 2025 - Panel 2 (Video)

At this year's Guernsey Private Wealth Forum 2025, the second panel session titled 'Preserving Wealth' starred Gillian Browning from GFSC, Edward Emblem from S&W, Kerrie Le Tissier from HIGHVERN...

Guernsey Wealth Mgt

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Guernsey Finance

Guernsey Private Wealth Forum Identifies Education And Communication As The Key To Supporting The Next Generation Of Wealth Creators

Guernsey Wealth Mgt

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Guernsey Finance

Lowering Barriers, Lifting Potential: Guernsey's Next Step In Private Investment Fund Innovation

Guernsey Wealth Mgt

W

Walkers

Why Guernsey For Private Wealth?

Guernsey Wealth Mgt

G

Guernsey Finance

5 Lessons In Wealth Preservation For Middle Eastern Families

Isle of Man Wealth Mgt

SI

Sentient International Limited

UK Regulatory Update | Asset Management Sector | Q3

United Kingdom Wealth Mgt

MB

Mayer Brown

Protecting Luxury Assets And Preserving Legacies In The Middle East

Worldwide Wealth Mgt

SI

Sentient International Limited

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

United Kingdom Family

WL

Withers LLP

7 Key Drivers Shaping Family Office Decision Making

Jersey Wealth Mgt

JF

Jersey Finance Limited

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

United Kingdom Commercial

TS

Travers Smith LLP

Jersey Finance Announces Full Speaker Line-Up For Private Wealth Conference

JF

Jersey Finance Limited

Do Not Bottle The Truth: Major Soft Drinks Company Commits To Correcting Its Recycling Claims Under EU Law

European Union Environment

KG

K&L Gates LLP

Jersey Finance Announces Full Speaker Line-Up For Private Wealth Conference

JF

Jersey Finance Limited

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

United Kingdom Commercial

TS

Travers Smith LLP

Updates To Guernsey's Prospectus Rules

Guernsey Finance

W

Walkers

UK Immigration Update – Indefinite Leave To Remain ILR After 10 Years Residence

United Kingdom Immigration

TL

Thaxted Legal

July – August Regulatory Round-Up

HM Treasury issued a consultation on 15 July 2025, "Regulatory Environment Pillar – Cross‑Cutting Issues," which complements the Financial Services Growth and Competitiveness Strategy,

United Kingdom Finance

AG

Akin Gump Strauss Hauer & Feld LLP

UK Financial Services Reform: Strategic Opportunities For Asset Managers

The UK government has unveiled a comprehensive package of reforms aimed at recalibrating the regulatory environment, unlocking productive capital...

United Kingdom Finance

RG

Ropes & Gray LLP

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

United Kingdom Family

WS

Wrigleys Solicitors

Offshore 'Lifeboat' Trusts For US Persons

Jersey Wealth Mgt

CC

Collas Crill

Exploring The Path Ahead For Private Credit: Strategic Insights And Opportunities In A Dynamic Market

United Kingdom Wealth Mgt

D

Dechert

Jersey Funds Law Series: Jersey Private Funds – Key Features

W

Walkers

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

Going Solo: Guernsey Structures For Single Investor Or Single Asset Mandates

Guernsey Finance

W

Walkers

Isle Of Man Trusts: Succession Planning In A Changing World

Worldwide Commercial

DG

Dixcart Group Limited

Structuring Options For Holding Wealth

Guernsey Commercial

CO

Carey Olsen

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

Going Solo: Guernsey Structures For Single Investor Or Single Asset Mandates

Guernsey has established itself as a sophisticated, stable jurisdiction for the structuring of alternative investment funds and bespoke vehicles.

Guernsey Finance

W

Walkers

Isle Of Man Trusts: Succession Planning In A Changing World

In an era of increasing global transparency and rapidly evolving tax regulations, the traditional perception of trusts as purely tax planning vehicles is outdated.

Worldwide Commercial

DG

Dixcart Group Limited

Structuring Options For Holding Wealth

Since written records began, we know people have used various structures to hold or own their wealth. In Europe, these were initially aimed at maintaining economically viable parcels of land...

Guernsey Commercial

CO

Carey Olsen

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

United Kingdom Finance

PR

Proskauer Rose LLP

Protecting Intergenerational Wealth When Family Members Are Vulnerable

For family business owners, building a secure financial future is essential — not only for themselves but also for loved ones.

United Kingdom Family

WS

Wrigleys Solicitors

Funds Focus: A Turning Point For Private Asset Management

The established norms in the global alternative and private investment sector are being challenged like never before and on multiple fronts, according to speakers at Jersey Finance's latest Funds Focus event.

JF

Jersey Finance Limited

Understanding Bridging Loans: A Safety Net For Borrowers In Need

In the complex world of finance, bridging loans emerge as a crucial lifeline for borrowers navigating temporary cash flow gaps.

United Kingdom Finance

RF

Ronald Fletcher Baker

Why Jersey Is A Strategic Advantage For Alternative Fund Managers

With appetite for private equity, private debt, venture capital and real assets showing no signs of slowing, fund managers face a critical early decision: where to domicile.

Jersey Commercial

Praxis

Offshore Trusts And Foundations In The Isle Of Man: A Strategic Guide For Modern Wealth Management

Worldwide Commercial

DG

Dixcart Group Limited

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

Jersey Finance Funds Focus Podcast: A Turning Point For Private Asset Management

W

Walkers

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

Educating The Next Generation: Financial Literacy In Families

Isle of Man Wealth Mgt

SI

Sentient International Limited

Investment Management Update - May 2025

United Kingdom Finance

M

Macfarlanes LLP

Disclosure Of Information And Documents To Beneficiaries Under Jersey Law

Jersey Commercial

CC

Collas Crill

Setting Aside Transactions Involving Jersey Trusts

Jersey Commercial

CC

Collas Crill

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Latest Videos

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Guernsey Private Wealth Forum 2025 - Panel 1 (Video)

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Guernsey Finance

Guernsey Private Wealth Forum 2025 - Panel 2 (Video)

G

Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 4/5) (Video)

DG

Dixcart Group Limited

The Strengths And Challenges Of A Family Business (Video)

Sa

Shepherd and Wedderburn LLP

Watch Now: Webinar – How To Protect Wealth Against Volatility Through Offshore Trusts (Video)

O

Ocorian

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