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.

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

The UK government has unveiled a comprehensive package of reforms aimed at recalibrating the regulatory environment, unlocking productive capital...

United Kingdom Finance

RG

Ropes & Gray LLP

How To Avoid The Tax Traps When Gifting Money To Children

Intergenerational gifting is arguably at an all-time high and while gifting is, in some circumstances, a sensible step to take, wealth should be released in a tax efficient manner, bearing in mind individual circumstances.

United Kingdom Tax

Sa

Shepherd and Wedderburn LLP

Family Limited Partnerships: A Strategic Alternative To Trusts

Many parents wish to pass down wealth to their children for inheritance tax (‘IHT') planning and to maximise younger generations' lower marginal rates of income tax and capital gains tax...

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

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

Worldwide Commercial

DG

Dixcart Group Limited

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

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

AI Tools Are Making Social Engineering Attacks Even More Convincing, And I Fear That This Is Only The Beginning

United Kingdom Technology

BS

BCL Solicitors LLP

FinTech Global FS Regulatory Round-up - W/e 22 August 2025

Worldwide Technology

KL

Herbert Smith Freehills Kramer LLP

FinTech Global FS Regulatory Round-up - W/e 29 August 2025

United Kingdom Technology

KL

Herbert Smith Freehills Kramer LLP

UK Immigration Salary List 2025

United Kingdom Immigration

RC

Richmond Chambers Immigration Barristers

Do Not Bottle The Truth: Major Soft Drinks Company Commits To Correcting Its Recycling Claims Under EU Law

European Union Environment

KG

K&L Gates LLP

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

Blended families face unique succession challenges. Balancing equality, fairness, and business needs requires clear planning.

United Kingdom Family

WS

Wrigleys Solicitors

Guernsey Funds: Innovation With Alternative Strategies

Guernsey has long been recognised as an attractive international funds jurisdiction, known for its expertise, stability...

United Kingdom Finance

CO

Carey Olsen

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

In November, we covered the UK government's proposal to overhaul the tax treatment of carried interest in the United Kingdom—an effort...

United Kingdom Tax

AG

Akin Gump Strauss Hauer & Feld LLP

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)

Worldwide Finance

GP

Goodwin Procter LLP

Rule Changes For European Private Fund Managers (Podcast)

European Union Wealth Mgt

TS

Travers Smith LLP

When Does Non-Matrimonial Property Become Matrimonial Property?

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

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

Register Of Overseas Entities And Its Impact On Property Ownership

The Register of Overseas Entities, effective from 1 August 2022 under the Economic Crime (Transparency and Enforcement) Act 2022, requires overseas companies and other non-human entities owning property in the UK to register with Companies House and disclose their beneficial owners or managing officers.

Worldwide Commercial

DG

Dixcart Group Limited

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

On 7 April 2025 two papers were published that could have a significant impact on the future of asset management in the UK and herald the beginning of real regulatory divergence between UK and EU regulation of managers of alternative investment funds.

United Kingdom Finance

D

Dechert

Is Your Compliance Framework Fit For Purpose In 2025?

The regulatory environment in the UK is rapidly evolving, with the Financial Conduct Authority ("FCA") placing increased scrutiny on asset management firms.

United Kingdom Compliance

RQ

RQC Group

Changes On The Horizon For UK Alternative Investment Fund Management Regulation

On 7 April 2025, HM Treasury published a consultation to overhaul the regulation of Alternative Investment Fund Managers ("AIFMs") in the United Kingdom ("Consultation").

United Kingdom Finance

PR

Proskauer Rose LLP

Greenwashing In UK Asset Management: Deceptive Sustainability Claims

United Kingdom Wealth Mgt

AC

Ankura Consulting Group LLC

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

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

Private Market Valuation Practices

Following on from last week's FCA's asset management and alternatives portfolio strategy letter regarding the FCA's supervisory priorities...

United Kingdom Finance

M

Macfarlanes LLP

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

Victims of domestic abuse seeking financial remedies often assume that their spouse's abusive behaviour will entitle them to a greater share of the matrimonial assets post-divorce.

United Kingdom Wealth Mgt

DL

Duncan Lewis & Co Solicitors

The Alternative Investor – March 2025 Edition

United Kingdom Wealth Mgt

RQ

RQC Group

FCA's Latest "Dear CEO" Letter On Asset Management Priorities

United Kingdom Finance

M

Macfarlanes LLP

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

United Kingdom Finance

GP

Goodwin Procter LLP

Trust Issues: Trustee Duties – And Disputes

United Kingdom Commercial

HL

Hunters

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

European Union Wealth Mgt

D

Dentons

Confidence In Economy Among Wealthy Britons Falls To Record Low

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

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Latest Videos

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Sustainable Finance Seminar 2024 Panel Session 1 (Video)

G

Guernsey Finance

Private Wealth Forum 2024 - Panel 2 (Video)

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Guernsey Finance

7 Reasons Entrepreneurs Should Consider Offshore TCSPs (Part 2/5) (Video)

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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