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.

Budget 2025 – Proposed Government Reforms To EMI Share Option Schemes

Further to our VC and Founder's Insights Article published on 17 November 2025, the Treasury has today announced changes to Enterprise Management Incentives (EMI) eligibility.

United Kingdom Wealth Mgt

HL

Hunters

Travers Smith's Alternative Insights: Should You Label Your Next Fund? (Podcast)

SFDR overhaul: The European Commission is proposing stricter fund categorisation and lighter regulation in its revised sustainable finance regime, although new rules are unlikely to be effective before 2028.

United Kingdom Finance

TS

Travers Smith LLP

Wealth Consolidation - FCA Review Findings

The review responds to a recent uptick in consolidation in the financial advice and wealth management sector by so-called "consolidators" acquiring other businesses in the area.

United Kingdom Wealth Mgt

KL

Herbert Smith Freehills Kramer LLP

Beyond The Non-Dom Era: Why A Will Is Central To UK Wealth Management

When the UK ended its non-domicile tax regime in April 2025, the change was more than just a technical tax reform, it was a signal that the country's relationship with global wealth had fundamentally shifted

Worldwide Strategy

DU

Dixcart UK

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

United Kingdom Wealth Mgt

TS

Travers Smith LLP

Case Study: Navigating The UK's Inheritance Tax Challenges

United Kingdom Commercial

DG

Dixcart Group Limited

FCA Review On Consolidation In The Financial Advice And Wealth Management Sector

United Kingdom Commercial

PR

Proskauer Rose LLP

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

United Kingdom Wealth Mgt

KM

Katten Muchin Rosenman LLP

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

DG

Dixcart Group Limited

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

United Kingdom Wealth Mgt

GL

Gardner Leader

CP25/28: Fund Tokenisation - A Few Steps Closer

United Kingdom Technology

KL

Herbert Smith Freehills Kramer LLP

Value-Added Tax (VAT) In Portugal

Worldwide Commercial

DG

Dixcart Group Limited

Inducements To Invest In Private Funds

United Kingdom Finance

M

Macfarlanes LLP

Travers Smith's Sustainability Insights: Human Rights Due Diligence And Defence Investments (Podcast)

United Kingdom Commercial

TS

Travers Smith LLP

Appleby And Private Capital In The UK

United Kingdom Finance

A

Appleby

AI In The Workplace Masterclass: A Practical Overview Of What Employers Need To Know (Video)

United Kingdom Technology

BP

Burness Paull

Traveling To Europe? What You Need To Know About New EES And ETIAS (Podcast)

United Kingdom Immigration

MB

Mayer Brown

Navigating FX Hedging In 2025: Strategies For A Turbulent Market

United Kingdom Finance

A

AlixPartners

Navigating Employment Investigations: What Are The Key Steps? (Podcast)

United Kingdom Employment

MB

Mayer Brown

UK Regulatory Update | Asset Management Sector | Q3

Welcome to Mayer Brown's UK Regulatory Quarterly Newsletter for the asset management sector. In this edition, covering Q3 2025, we cover five key topics as summarised here.

United Kingdom Wealth Mgt

MB

Mayer Brown

How To Make A Prenuptial Agreement Stick…the Court Of Appeal Decision In Helliwell v Entwistle

The recent appeal judgment in Helliwell v Entwistle [2025] EWCA Civ 1055 is a cautionary tale for clients who are entering prenuptial agreements and highlights the importance...

United Kingdom Family

WL

Withers LLP

Travers Smith's Sustainability Insights: Why Less Might Be More (Podcast)

The "audio overview" is a simulated conversation generated by Google's Notebook LM based on the content of our note. There was no further involvement from Travers Smith or any of its partners...

United Kingdom Commercial

TS

Travers Smith LLP

July – August Regulatory Round-Up

HM Treasury issued a consultation on 15 July 2025, "Regulatory Environment Pillar – Cross‑Cutting Issues," which complements the Financial Services Growth and Competitiveness Strategy,

United Kingdom Finance

AG

Akin Gump Strauss Hauer & Feld LLP

UK Financial Services Reform: Strategic Opportunities For Asset Managers

United Kingdom Finance

RG

Ropes & Gray LLP

How To Avoid The Tax Traps When Gifting Money To Children

United Kingdom Tax

Sa

Shepherd and Wedderburn LLP

Family Limited Partnerships: A Strategic Alternative To Trusts

United Kingdom Tax

WL

Withers LLP

IHT Instalment Options

United Kingdom Family

WS

Wrigleys Solicitors

Exploring The Path Ahead For Private Credit: Strategic Insights And Opportunities In A Dynamic Market

United Kingdom Wealth Mgt

D

Dechert

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

United Kingdom Wealth Mgt

HC

Herrington Carmichael

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

United Kingdom Finance

D

Dechert

ESMA Publishes Four Principles For 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

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?

Paul Wild and Holly Cullen consider a recent case with Christina Haynes and millionaire ex-partner, Mark Austin, which has captured public attention on this question. Haynes claimed that Austin had promised her half of their £18 million family home.

United Kingdom Family

HC

Herrington Carmichael

Protecting Intergenerational Wealth When Family Members Are Vulnerable

For family business owners, building a secure financial future is essential — not only for themselves but also for loved ones.

United Kingdom Family

WS

Wrigleys Solicitors

Understanding Bridging Loans: A Safety Net For Borrowers In Need

United Kingdom Finance

RF

Ronald Fletcher Baker

UK Regulatory Update | Asset Management Sector | Q1

Mayer Brown's UK Regulatory Update is a quarterly newsletter for the asset management sector. In this edition, covering Q1 2025, we look at consultations relating to the UK AIFMD framework...

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)

In this horizon scan for private investment funds, which is aimed at managers based in Europe, we have set out the some of the principal legal and regulatory-focused developments to look out for in the coming months.

Worldwide Finance

GP

Goodwin Procter LLP

Rule Changes For European Private Fund Managers (Podcast)

A regular briefing for the alternative asset management industry.

European Union Wealth Mgt

TS

Travers Smith 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

United Kingdom Family

HL

Hunters

Investment Management Update - May 2025

United Kingdom Finance

M

Macfarlanes LLP

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

United Kingdom Family

HL

Higgs LLP

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

Investment Management Update - March 2025

United Kingdom Finance

M

Macfarlanes LLP

Private Market Valuation Practices

United Kingdom Finance

M

Macfarlanes LLP

Understanding The Impact Of Domestic Abuse In Financial Remedy Proceedings (12 March 2025)

United Kingdom Wealth Mgt

DL

Duncan Lewis & Co Solicitors

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Latest Videos

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Travers Smith's Alternative Insights: Should You Label Your Next Fund? (Podcast)

TS

Travers Smith LLP

Empowering Next Gen Wealth Creators Through Behavioural Finance (Podcast)

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

How Private Trusts Can Be Used For Effective Succession Planning (Video)

O

Ocorian

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