Wealth Management Law

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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
What Do Investment Risk Categories Mean For Court Of Protection Deputies? (Video)
Court of Protection deputies face inconsistent investment risk categories across financial firms, with no industry standard for scales or terminology. Understanding capacity for loss and need to take risk, rather than attitude to risk, proves essential when making investment decisions on behalf of protected persons, particularly when combined with proper cash buffers and life expectancy considerations.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
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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
Article
Job Vacancy: Senior Trust & Company Administrator10th June 2026
Sentient International, a boutique trust and corporate service provider in the Isle of Man, is seeking a Senior Company and Trust Administrator to manage luxury asset structures including superyachts, aircraft, and helicopters. This role offers the opportunity to work in a people-centered environment that values work-life balance while handling complex international corporate and trust administration for high-net-worth clients.
Isle of Man Wealth Mgt
SI
Sentient International Limited
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Article
What Do Investment Risk Categories Mean For Court Of Protection Deputies? (Video)
Court of Protection deputies face inconsistent investment risk categories across financial firms, with no industry standard for scales or terminology. Understanding capacity for loss and need to take risk, rather than attitude to risk, proves essential when making investment decisions on behalf of protected persons, particularly when combined with proper cash buffers and life expectancy considerations.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
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
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