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.
Article
UK tax update April 2026 In this article for the April edition of French estate planning journal Ingénierie Patrimoniale, Edward Reed and George Mitkov look at... Article 4 August 2026
This article examines recent UK legal developments affecting estate planning and trust structures, including landmark court decisions on trust registration and HMRC challenges, expanded reporting requirements for overseas entities and trusts, and significant changes to Agricultural and Business Property Relief allowances that impact wealth preservation strategies.
United Kingdom Wealth Mgt
M
Macfarlanes LLP
Podcast
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
Article
UK Personal Pension And SIPP For Non-UK Residents – Guide 2026
UK pension providers increasingly restrict services for non-UK residents, particularly post-Brexit, leaving expatriates unable to manage investments, access withdrawals, or receive proper tax guidance. Many face automatic portfolio changes and administrative barriers that can significantly impact retirement income, making international pension transfers essential for maintaining control and optimizing long-term returns.
United Kingdom Employment
SI
Spectrum IFA Group
Article
When Is A Day Not A Day? UK Tax Residence And The Statutory Residence Test
The UK determines tax residence based on the Statutory Residence Test (SRT). While the rules can be complex, incorporating five Automatic Overseas Tests, four Automatic UK Tests, eight potential split year cases, and the sufficient ties test (with five possible ties), in many cases the outcome ultimately turns on a simple metric: the number of days spent in the UK.
United Kingdom Commercial
DG
Dixcart Group Limited
Article
Pensions Weekly Update – 13 May 2026
This weekly update examines the newly enacted Pension Schemes Act 2026 and The Pensions Regulator's latest annual funding statement, which reveals that approximately 90% of defined benefit schemes are now in surplus on a technical provisions basis. The summary also covers emerging evidence on DC consolidation economies of scale, TPR's five-year corporate strategy consultation, and new HMRC guidance on inheritance tax treatment of unused pension pots.
United Kingdom Employment
SP
Squire Patton Boggs LLP
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