United Kingdom: Wealth & Asset 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.

Can A Financial Order Be Set Aside? 4 Legal Grounds For Challenging A Court Order

Once a final order is made by the court in financial remedy proceedings, whether the order was agreed by consent between the parties or imposed on the parties at a final hearing...

United Kingdom Wealth Mgt

HC

Herrington Carmichael

Assets In The UK And Inheritance Tax – Planning Opportunities Available For Certain Individuals

It is important that UK inheritance tax is taken into careful consideration, in particular by individuals who have assets in the UK.

Worldwide Commercial

DG

Dixcart Group Limited

The Future Of The European Private Credit Market: Insights And Evolving Opportunities

At Dechert's inaugural Private Credit Summit in London, Dechert's David Miles and Chris Gardner moderated a panel of industry leaders including Neale Broadhead from CVC Credit Partners...

United Kingdom Finance

D

Dechert

ESMA Publishes Four Principles For Clear, Fair And Not Misleading Sustainability-Related Claims

On 1 July 2025, the European Securities and Markets Authority ("ESMA") published a thematic note on making clear, fair and not misleading sustainability-related claims...

United Kingdom Finance

PR

Proskauer Rose LLP

Are Promises Made In Personal Relationships Always Legally Binding?

United Kingdom Family

HC

Herrington Carmichael

Protecting Intergenerational Wealth When Family Members Are Vulnerable

United Kingdom Family

WS

Wrigleys Solicitors

Understanding Bridging Loans: A Safety Net For Borrowers In Need

United Kingdom Finance

RF

Ronald Fletcher Baker

2025 UK Tax Changes For Non-Doms: Do's And Don'ts

Worldwide Commercial

DG

Dixcart Group Limited

Equality vs Fairness vs Business Need: Dividing Family Business Wealth And Assets Among Blended Families

United Kingdom Family

WS

Wrigleys Solicitors

Guernsey Funds: Innovation With Alternative Strategies

United Kingdom Finance

CO

Carey Olsen

From Crackdown To Calibration: The UK's Evolving Carried Interest Regime

United Kingdom Tax

AG

Akin Gump Strauss Hauer & Feld LLP

UK Regulatory Update | Asset Management Sector | Q1

United Kingdom Wealth Mgt

MB

Mayer Brown

Horizon Scan For Private Investment Funds: Key Recent Funds, Legal, And Regulatory Developments To Look Out For In The Coming Months (June 2025) (Podcast)

Worldwide Finance

GP

Goodwin Procter LLP

Rule Changes For European Private Fund Managers (Podcast)

European Union Wealth Mgt

TS

Travers Smith LLP

S5:E10 – Kate Rose: Seeing The Beauty In Everything With TUTTI & CO (Video)

United Kingdom Commercial

SO

Square One

A Practitioner's Perspective: Four Keys To Success For A AssS-To-AI Transition

United Kingdom Technology

A

AlixPartners

Understanding The Employment Rights Bill: A New Era For Employers, Employees And Workers (Video)

United Kingdom Employment

AG

Anthony Gold Solicitors LLP

If A Child Has An EHCP In Place, Do They Also Need A Care Plan? (Video)

United Kingdom Litigation

AG

Anthony Gold Solicitors LLP

DORA Delegated Regulation On Threat-Led Penetration Testing Published In Official Journal

European Union Finance

KM

Katten Muchin Rosenman LLP

When Does Non-Matrimonial Property Become Matrimonial Property?

The issue of when and whether non-matrimonial property becomes matrimonial property in the context of financial remedy proceedings has been the subject of much debate by family lawyers...

Worldwide Family

HL

Hunters

Family Investment Companies (FICs) And HMRC Scrutiny In 2025: What UK High Net Worth Individuals Should Know

Family Investment Companies (FICs) have become a popular and tax-efficient tool for wealth preservation, intergenerational planning, and inheritance tax mitigation in the UK.

United Kingdom Family

HL

Hunters

Investment Management Update - May 2025

This publication has been tailored to highlight topical news, cases and changes in the law impacting the investment management sector.

United Kingdom Finance

M

Macfarlanes LLP

Probate Lawyer Explains What Will Happen To Liam Payne's Estate Without A Will

Following the tragic death of Liam Payne last October, it's been revealed that he died with no will in place, leaving his ex-girlfriend and mother of his child...

United Kingdom Family

HL

Higgs LLP

Register Of Overseas Entities And Its Impact On Property Ownership

Worldwide Commercial

DG

Dixcart Group Limited

UK Regulatory Divergence – HMT And FCA Publish Proposals To Revise The Regulatory Framework For UK AIFMs

United Kingdom Finance

D

Dechert

Is Your Compliance Framework Fit For Purpose In 2025?

United Kingdom Compliance

RQ

RQC Group

Changes On The Horizon For UK Alternative Investment Fund Management Regulation

United Kingdom Finance

PR

Proskauer Rose LLP

Greenwashing In UK Asset Management: Deceptive Sustainability Claims

United Kingdom Wealth Mgt

AC

Ankura Consulting Group LLC

The UK Regulator Sets Out Its Supervisory Priorities For The Asset Management And Alternatives Sector

United Kingdom Finance

CW

Cadwalader, Wickersham & Taft LLP

A New Era Of Giving: How Family Philanthropy Is Creating An Impact

United Kingdom Commercial

WL

Withers LLP

What's Happening In Pensions - Issue 115 (Podcast)

United Kingdom Employment

TS

Travers Smith LLP

Travers Smith's Alternative Insights: Fixing The European Plumbing (Podcast)

European Union Wealth Mgt

TS

Travers Smith LLP

Family Offices Comparative Guide

United Kingdom Wealth Mgt

SH

Stephenson Harwood

A New Era Of Giving: How Family Philanthropy Is Creating An Impact

In 2023 alone, global philanthropic giving totalled US$70bn, demonstrating the scale of private capital that is dedicated to charitable purposes around the world.

United Kingdom Commercial

WL

Withers LLP

What's Happening In Pensions - Issue 115 (Podcast)

The Pension Protection Fund has announced its pension protection levy estimate for the 2025/26 levy year and published its policy statement and levy rules.

United Kingdom Employment

TS

Travers Smith LLP

Travers Smith's Alternative Insights: Fixing The European Plumbing (Podcast)

Political consensus may be rare at the moment, but there is one thing that most European politicians can agree on...

European Union Wealth Mgt

TS

Travers Smith LLP

Family Offices Comparative Guide

Family Offices Comparative Guide for the jurisdiction of United Kingdom, check out our comparative guides section to compare across multiple countries.

United Kingdom Wealth Mgt

SH

Stephenson Harwood

Investment Management Update - March 2025

United Kingdom Finance

M

Macfarlanes LLP

New Year, Similar Concerns: The FCA's 2025 Priorities For UK Private Fund Managers

On 26 February 2025, the Financial Conduct Authority (FCA) published a portfolio letter (Letter) explaining its supervision priorities for the asset management and alternatives portfolios.

United Kingdom Finance

GP

Goodwin Procter LLP

Trust Issues: Trustee Duties – And Disputes

An ongoing court battle between William Seymour, Earl of Yarmouth, and his parents, the Marquess and Marchioness of Hertford, over the governance of the family trusts has highlighted...

United Kingdom Commercial

HL

Hunters

Episode #2 – Talking To Björn Pfeiffer – Real Estate Investment And ESG (Podcast)

"ESG will play a key role in investment and asset management. Companies have their own ESG targets or targets from different regulations. So you can't not think about ESG when it comes to investing".

European Union Wealth Mgt

D

Dentons

Confidence In Economy Among Wealthy Britons Falls To Record Low

Confidence among high-net-worth individuals in the UK has hit a record low, dropping from 84% to 48% in six months, according to the Saltus Wealth Index Report.

United Kingdom Tax

SW

Spencer West

Partnered Research: IPEM Pan-European Private Equity Survey 2025

United Kingdom Commercial

A

AlixPartners

Travers Smith's Alternative Insights: Insights '25

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Key Regulatory Developments In The UK/EU – January 2025

United Kingdom Finance

AG

Akin Gump Strauss Hauer & Feld LLP

Travers Smith's Sustainability Insights: EU Sustainability Regulation In 2025 (Podcast)

European Union Commercial

TS

Travers Smith LLP

Let's Talk Asset Management: Episode 7 – UK Forbearance On Investment Trust Disclosure Requirements (Podcast)

United Kingdom Wealth Mgt

NR

Norton Rose Fulbright Hong Kong

Tax - Corporate Insights For In-house Counsel | Autumn 2024

United Kingdom Tax

TS

Travers Smith LLP

Strategic Growth In Wealth Advisory: The Financial Harvest Success Story

United Kingdom Finance

IG

IR Global

Let's Talk Asset Management: Episode 9 – ELTIFs (Podcast)

United Kingdom Wealth Mgt

NR

Norton Rose Fulbright Hong Kong

Let's Talk Asset Management: Episode 10 – UK FCA's Recent Work On Non-financial Misconduct (Podcast)

United Kingdom Finance

NR

Norton Rose Fulbright Hong Kong

Travers Smith's Sustainability Insights: What Does COP29 Tell Us About The UK's Green Growth Ambitions?

United Kingdom Environment

TS

Travers Smith LLP

Let's Talk Asset Management: Episode 8 – ESMA's Guidelines On Funds' Names Using ESG Or Sustainability Related Terms

United Kingdom Finance

NR

Norton Rose Fulbright Hong Kong

FCA Investigation Update Highlights The Importance Of Good Governance

United Kingdom Commercial

NR

Norton Rose Fulbright Hong Kong

Intervention & Regulation - Chapter Four Of The Visionaries

United Kingdom Tax

IG

IR Global

Travers Smith's Alternative Insights: Tax Rises For UK Alternative Asset Managers (Podcast)

United Kingdom Tax

TS

Travers Smith LLP

Infrastructure And The Autumn Budget: Investing For The Future?

United Kingdom Commercial

TS

Travers Smith LLP

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Latest Videos

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

G

Guernsey Finance

Guernsey Private Wealth Forum 2024 - Panel 1 (Video)

G

Guernsey Finance

The Strengths And Challenges Of A Family Business (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

Using Foundations For International Wealth Planning (Video)

DG

Dixcart Group Limited

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