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.

Travers Smith's Alternative Insights: The Disruptor Is Disrupted (Podcast)

Travers Smith's 5th annual Alternative Insights Summit explored how political upheaval, pension fund reform, and the push toward individual investor access are reshaping the alternative asset management landscape. Industry leaders debated whether UK pension funds can catch up to their Canadian and Australian counterparts, and whether opening private markets to retail investors presents opportunity or unacceptable risk.

United Kingdom Wealth Mgt

TS

Travers Smith LLP

From Crypto To Charity: How Do The Next Generation View Wealth And Family Legacies?

As the great wealth transfer sees baby boomers preparing to pass huge volumes of assets to their children, families face a cultural shift in succession planning.

United Kingdom Wealth Mgt

WL

Withers LLP

Why ESG Frameworks Are Not A Barrier To Investing In Defense Assets

Shifting geopolitical realities are prompting investors to reassess how defense assets fit within established ESG commitments.

United Kingdom Wealth Mgt

AO

A&O Shearman

FCA Consults On Simplifying Product-level Climate Disclosure Requirements

The FCA has set out proposals to simplify product-level climate disclosure requirements applying to asset managers, life insurers and FCA-regulated pension providers in its latest Quarterly Consultation Paper (No. 52) (CP26/17), published on 5 June 2026.

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Removal Of Protectors: Parking The 'Narrow Versus Wider Role' Debate Over Protectors' Powers

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Your Retirement Income Has An Expiry Date

United Kingdom Wealth Mgt

SI

Spectrum IFA Group

Which Investment Journey Is Right For You?

United Kingdom Wealth Mgt

SI

Spectrum IFA Group

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

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

United Kingdom Wealth Mgt

A

AlixPartners

Family Offices: The Priceless Value Of Information

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

Don't Wait To Apply For British Citizenship In 2026 (Video)

United Kingdom Immigration

L

Latitude Law

Voices For Change: Leading In Transformational Times With Alexandre Menais (Podcast)

United Kingdom Commercial

AO

A&O Shearman

Get A UK Certificate Of Entitlement Faster Than A Passport | Who Qualifies For A UK Right Of Abode? (Video)

United Kingdom Immigration

L

Latitude Law

AML/CTF Supervision Reform: What Law Firms And Accountancy Practices Need To Know

United Kingdom Government

LS

Lewis Silkin

London X China Podcast Series - Episode 7: Trends In Global Pharma M&A

United Kingdom Healthcare

KL

Herbert Smith Freehills Kramer LLP

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Related Country Guides

Offshore Banking

The AI Legal Privilege, And Professional Risk

An image showcasing a website design or branding element related to Gibraltar legal services, potentially representing a law firm's digital presence or marketing materials. The visual content suggests professional legal representation in the Gibraltar jurisdiction.

United Kingdom Technology

I

ISOLAS

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

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

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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

Why ‘full And Frank’ Disclosure Matters

Every financial remedy case in the family Courts starts with the same foundation – full and frank disclosure. This is the duty of each party to provide a complete, truthful and continuing account of their financial position. It is not a technicality. It is the very mechanism by which the Court, or the parties through negotiation, can determine what a fair settlement looks like.

United Kingdom Family

BL

Buckles Law

Aligning With Your Investors: Why Product Innovation Is Becoming A Competitive Advantage

Investment managers are navigating a transformed fundraising landscape where success depends on more than performance metrics. This analysis examines how product innovation, customised solutions, and alternative capital-raising strategies are reshaping the relationship between managers and investors in an increasingly competitive environment.

United Kingdom Finance

SR

McDermott Will & Schulte

UK Gifts And Inheritance Tax: When Is A Gift Not A Gift?

Grave goods are objects placed in burials to accompany the dead, and they offer important evidence of how past societies understood death, status, and the afterlife. In Neolithic cultures, such items often included pottery, tools, ornaments, and food offerings, suggesting both practical and symbolic concerns for the deceased

United Kingdom Commercial

DG

Dixcart Group Limited

Travers Smith's Alternative Insights: The Disruptor Is Disrupted (Podcast)

United Kingdom Wealth Mgt

TS

Travers Smith LLP

From Crypto To Charity: How Do The Next Generation View Wealth And Family Legacies?

United Kingdom Wealth Mgt

WL

Withers LLP

Why ESG Frameworks Are Not A Barrier To Investing In Defense Assets

United Kingdom Wealth Mgt

AO

A&O Shearman

FCA Consults On Simplifying Product-level Climate Disclosure Requirements

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Travers Smith's Sustainability Insights: What Can (Private Markets) Investors Do About Climate Change?

United Kingdom Environment

TS

Travers Smith LLP

UK Mandatory Tax Adviser Registration: What The New Guidance Means For In House And Asset Management Tax Teams

United Kingdom Finance

KL

Herbert Smith Freehills Kramer LLP

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Offshore Financial Centres

The King’s Speech: SMCR Reform Moves Forward

Updating the UK’s individual accountability regime has been timetabled for the new Parliamentary session.

United Kingdom Finance

KL

Herbert Smith Freehills Kramer LLP

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?

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

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Latest Videos

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

TS

Travers Smith LLP

Guernsey Private Wealth Forum 2025 - Panel 1 (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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