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Private Wealth

We help individual and families, trustees, beneficiaries, private banks and trust companies on a wide range of private wealth matters.

Individuals and families

We provide entrepreneurs, wealthy families and family offices (from both the UK and the rest of the world) with advice on their estate and succession planning.

In addition to drafting Wills and lasting powers of attorney and providing advice on personal taxation matters, we specialise in the establishment of structures (including trusts, foundations, companies and various forms of partnership) for the protection and preservation of assets ranging from privately owned companies to racehorses, works of art and heritage property to yachts and planes (as well as real estate).

We have an abundance of experience of pre-arrival planning (both from an immigration and UK tax perspective) and advise on exit strategies as well.  Our succession planning expertise also encompasses the execution of complex probates, both domestic and those with an international dimension.

In recent years, private clients are increasingly looking to us for advice on matters of family governance and the various issues which arise in the contexts of trusts and divorce.

Trustees and beneficiaries

We advise trustees (both private and professional) and beneficiaries on taxation and the exercise of their powers, duties and rights under all forms of trust structures, both onshore and offshore.

Banks and private banks

We also work closely with banks and private banks on issues which are relevant to their own private clients, such as remittance (and other tax) considerations, structuring options and probate/post-death issues. 

Trust Companies

We advise owners and bidders on the sale and purchase of trust businesses. We are uniquely placed as trust experts with commercial experience to assist with these transactions.

For more information on our specific areas of expertise, please see below.

The team "is absolutely first rate for private client work, and has enormous experience and expertise in complex, multi-jurisdictional planning. All of their partners are impressive, as are their associates". (Legal 500)

Our Thoughts

UK residential property (worth £2M or more) owned by non natural persons

Maurice Turnor Gardner's briefing on UK residential property (worth £2M or more) owned by non natural persons

Are you tax resident in the UK? The new statutory test (from 6 April 2013)

The Government's objective was to introduce a test that is transparent, objective and simple to use. Whilst the original proposals were relatively straightforward, the rules became significantly more complicated during the consultation process.

Budget Announcement - Inheritance tax: limiting deduction for liabilities

Liabilities will only be deductible where the creditor is actually going to be repaid. Commercial debts and liabilities that are not repaid for a commercial reason will be unaffected.