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.

Which Investment Journey Is Right For You?

What investment journey should you choose: the volatile path of global equities that could quadruple your wealth, or the steady 5% annual growth that protects you from devastating crashes? This analysis reveals how your life stage—not just potential returns—should determine which road leads to your financial destination.

United Kingdom Wealth Mgt

SI

Spectrum IFA Group

Doing The Right Thing? FCA's Clemency Comes At A Cost

The FCA has censured a firm for breaching Principle 10 and the Client Money Organisational Requirements Rule.

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Podcast: When David Met Goliath—Episode 4: Why Flat Fees And AI Are Opening A New Frontier In Wealth Management

Host Narry Singh sits down with Anders Jones, CEO and founder of Facet Wealth Management, to explore how a fintech disruptor is reimagining wealth management for the mass affluent market through a flat-fee subscription...

United Kingdom Wealth Mgt

A

AlixPartners

Family Offices: The Priceless Value Of Information

Family offices manage vast amounts of sensitive information spanning private data, communications, and digital footprints that can expose families to significant reputational risk if mishandled. As these enterprises become more global and digitally enabled, information has evolved into a critical asset requiring the same deliberate oversight as financial capital. This analysis explores how family offices can proactively protect their information assets through strategic planning, understanding exposure poin

United Kingdom Wealth Mgt

WL

Withers LLP

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

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Consumer Duty: How Can Wealth Managers Stay On The Front Foot In 2026?

United Kingdom Wealth Mgt

TS

Travers Smith LLP

In Case You've Missed It: European Regulatory Updates from October & November 2025

United Kingdom Wealth Mgt

RG

Ropes & Gray LLP

Budget 2025 – Proposed Government Reforms To EMI Share Option Schemes

United Kingdom Wealth Mgt

HL

Hunters

Wealth Consolidation - FCA Review Findings

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Travers Smith's Alternative Insights: Are Pooled Investment Funds On Their Way Out? (Podcast)

United Kingdom Wealth Mgt

TS

Travers Smith LLP

FCA Sets Out T+1 Settlement Expectations For UK Asset Managers And Alternative Firms

United Kingdom Wealth Mgt

KM

Katten Muchin Rosenman LLP

Without Notice Applications: Full And Frank Disclosure After Astor v Pliego

United Kingdom Wealth Mgt

GL

Gardner Leader

UK Regulatory Update | Asset Management Sector | Q3

United Kingdom Wealth Mgt

MB

Mayer Brown

Jersey Company Formation Guide (Video)

United Kingdom Wealth Mgt

CA

Cavenwell Group

Investing In The Defense Sector: Procurement, Sanctions, And ESG (Podcast)

United Kingdom Government

AO

A&O Shearman

Cryptoasset Regulation Coming To The United Kingdom: What You Need To Know

United Kingdom Technology

KG

K&L Gates LLP

From Soil To Shares: Professional Advisor Guidance For Farm Divorce (Video)

United Kingdom Family

LL

Lerners LLP

The IP Driven Start-up Podcast | From Lab To Market - The Real Story Of Commercialising University Research

United Kingdom IP

MC

Marks & Clerk

Home Affairs Committee Publishes Report On Inquiry Into UK Government’s Earned Settlement Proposals

United Kingdom Immigration

LS

Lewis Silkin

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Related Country Guides

Offshore Banking

Qatar, Bribery, FIFA And The World Cup

Niall Hearty of financial crime specialists Rahman Ravelli assesses revelations about Qatari spending to secure the 2022 World Cup.

Worldwide Criminal

RR

Rahman Ravelli Solicitors

Obligation On Financial Institutions To Notify Customers Of HMRC's Forthcoming Access To New Data On Offshore Income

Financial institutions that are resident or carry on business in the UK are required to provide their UK tax-resident individual customers with a one-off notice, in a form that has been prescribed by HMRC under new regulations.

United Kingdom Tax

WF

Willkie Farr & Gallagher

The Impact Of The Autumn Statement On Private Capital

As expected, the Chancellor has announced that the changes to the taxation of non-domiciliaries will proceed in April 2017.

United Kingdom Tax

GW

Gowling WLG

Why HMRC's New Regime Under CRS Is Bad News For HNWS

United Kingdom Tax

WB

Wedlake Bell

Brexit And Payment Services

United Kingdom Finance

F

Fieldfisher

News Digest 8/4/16: Panama Papers

United Kingdom Wealth Mgt

I

ICSA

HMRC Continue To Crack Down On Tax Avoidance And Tax Evasion (Video Content)

United Kingdom Tax

WL

Withers LLP

LDF – Prendere O Lasciare: La Liechtenstein Disclosure Facility

United Kingdom Tax

WL

Withers LLP

The End Is Nigh...

United Kingdom Tax

UH

UHY Hacker Young LLP

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Offshore Company Formation

Jersey Company Formation Guide (Video)

Jersey's strategic position as a leading offshore financial centre is the result of decades of deliberate legislative development, prudent regulation, and a consistent commitment to economic integrity.

United Kingdom Wealth Mgt

CA

Cavenwell Group

Government Steps To Secure UK Supply Chains

Industry leaders have welcomed the Government's new Critical Imports and Supply Chain Strategy, safeguarding UK supplies of critical goods such as medicines, minerals and semiconductors.

United Kingdom Wealth Mgt

IG

IR Global

Blaming Company Formation Agents Misses The Bigger Picture About AML In The UK

The National Crime Agency is planning a crack down on company formation agents as part of an AML drive. John Binns argues the problems are due to more signficant holes in the UK's financial crime...

United Kingdom Government

BS

BCL Solicitors LLP

New Rules Aim To Catch Professionals And Traders Moving Profits Out Of The UK

United Kingdom Wealth Mgt

Md

Mishcon de Reya

Gibraltar Is ‘International UK'

United Kingdom Wealth Mgt

TS

The Sovereign Group

Business Matters Edition 33: Eran Shay - Video

United Kingdom Wealth Mgt

TS

The Sovereign Group

Reforms To The Taxation Of Non-UK Domiciled Individuals: Draft Legislation And Final Proposals

United Kingdom Tax

GW

Gowling WLG

Autumn Statement 2016: An Emerging Picture

United Kingdom Tax

WL

Withers LLP

UK Company - Corporate Environment Summary

United Kingdom Wealth Mgt

GM

Genshape Management Limited

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Wealth & Asset Management

Investment Management Update - April 2026

The Financial Conduct Authority has released a series of regulatory updates and priorities for the investment management sector, introducing new operational resilience requirements, reforming advice market rules, and modernizing the redress system. These developments signal significant changes in how firms must approach consumer protection, operational incident reporting, and third-party arrangements while balancing growth objectives with regulatory compliance.

United Kingdom Finance

M

Macfarlanes LLP

UK Mandatory Tax Adviser Registration: Updated Position For In House And Asset Management Tax Functions

Since our original note in January, there have been material developments in the UK’s new mandatory tax adviser registration regime. HMRC has now published guidance, the phased commencement...

United Kingdom Tax

KL

Herbert Smith Freehills Kramer LLP

Which Investment Journey Is Right For You?

What investment journey should you choose: the volatile path of global equities that could quadruple your wealth, or the steady 5% annual growth that protects you from devastating crashes? This analysis reveals how your life stage—not just potential returns—should determine which road leads to your financial destination.

United Kingdom Wealth Mgt

SI

Spectrum IFA Group

Travers Smith's Alternative Insights: A Testing Moment For Private Markets Regulators (Podcast)

United Kingdom Finance

TS

Travers Smith LLP

Navigating Reputational Risk In Family Offices (Video)

United Kingdom Privacy

WL

Withers LLP

Doing The Right Thing? FCA's Clemency Comes At A Cost

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Inheritance Tax Receipts Continue To Rise In Latest HMRC Figures

United Kingdom Tax

AG

Anthony Gold Solicitors LLP

A Thin Line Between "Administrative" And "Technical" At The EPO

European Union IP

MC

Marks & Clerk

Podcast: When David Met Goliath—Episode 4: Why Flat Fees And AI Are Opening A New Frontier In Wealth Management

United Kingdom Wealth Mgt

A

AlixPartners

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Offshore Financial Centres

UK Financial Insights From Katten | Issue 13

Katten's August 2024 UK Financial Insights covers EU Corporate Sustainability Reporting Directive deadlines, cybersecurity threats for financial firms, FCA consultations on UK wholesale market regulations, final rules on the UK Overseas Funds Regime, and navigating break clauses in commercial leases.

United Kingdom Finance

KM

Katten Muchin Rosenman LLP

Disclosure Framework On UK Transition Plans

In 2021, at COP 26, the UK Government announced its intention that the UK would become the world's first net zero aligned financial centre.

United Kingdom Environment

MB

Mayer Brown

How Is Mauritius Able To Help The UK Strengthen Trade And Investment Ties With Africa?

Ahead of the UK-Africa Investment Summit on 20 January and as the UK seeks to boost economic links with Africa after Brexit, Directors John Félicité and Raju Jaddoo take a timely

Worldwide International

O

Ocorian

EU In-Fighting Over ‘High Risk' Jurisdictions

European Union Government

BS

BCL Solicitors LLP

Has Your Mauritian Transfer Pricing Documentation Kept Pace With The Mauritius Revenue Authority?

United Kingdom Tax

DP

DLA Piper UK LLP

A Study Has Identified Three British Territories As Favourite Locations For Those Looking To Pay As Little Tax As Possible

United Kingdom Criminal

RR

Rahman Ravelli Solicitors

The Second Unexplained Wealth Order Has Been Issued In The UK By The National Crime Agency. Will This Open The Floodgates For More?

United Kingdom Criminal

RR

Rahman Ravelli Solicitors

The New DIFC Companies Law

United Kingdom Commercial

CC

Clyde & Co

New Rules Aim To Catch Professionals And Traders Moving Profits Out Of The UK

United Kingdom Wealth Mgt

Md

Mishcon de Reya

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Latest Videos

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

TS

Travers Smith LLP

Take A Look Back At The Guernsey Private Wealth Forum 2024 (Video)

G

Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore Trust & Corporate Services

DG

Dixcart Group Limited

Power Of Attorney In Scotland: Why, Who And When? (Video)

Sa

Shepherd and Wedderburn LLP

The Family Office: How To Effectively Navigate The Complexities Of A Wealthy Family And Protect Its Capital (Video)

O

Ocorian

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