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.
What We Do
Private Wealth Services
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.
