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.

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

Understanding And Managing Your Information Footprint (Video)

Information has become one of the most valuable assets a family office manages, yet many families underestimate the risks associated with their digital footprint. From due diligence databases...

United Kingdom Wealth Mgt

WL

Withers LLP

Luxury Or Legacy

The Financial Times recently highlighted how some institutions pursue high-net-worth clients through lavish hospitality and concierge services, yet this approach fundamentally misunderstands what truly preserves multigenerational wealth. While exotic perks and luxury experiences may attract attention, the real foundation of lasting family office success lies in something far more substantive: trust as an active institutional framework that governs decision-making during both prosperity and crisis.

United Kingdom Wealth Mgt

WT

Winston Taylor

Estate Planning Checklist For Complete Peace Of Mind

Most people put off planning for the future because it feels overwhelming, complicated, or simply uncomfortable to think about. That and because many believe it isn’t necessary at this stage of their life. But laying out a clear roadmap for your assets is one of the most caring and responsible things you can do for your family.

United Kingdom Wealth Mgt

BL

Buckles Law

Comparing Family Succession Vehicles (Video)

United Kingdom Wealth Mgt

WL

Withers LLP

You Can Run, But You Cannot Hide Your Assets, Even After Twenty-three Years

United Kingdom Wealth Mgt

BL

Buckles Law

Introducing Family Limited Partnerships (Video)

United Kingdom Wealth Mgt

WL

Withers LLP

Introducing Family Investment Companies (Video)

United Kingdom Wealth Mgt

WL

Withers LLP

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

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

Women In Retail: Hear From Continue's Lydia Hartley In Womble Bond Dickinson's Latest 'Retail Review' Podcast

United Kingdom Media & IT

WB

Womble Bond Dickinson

The Future Of AI Regulation In Healthcare: What The MHRA's Call For Evidence And AI Sandbox Tell Us

United Kingdom Healthcare

GW

Gowling WLG

UK Jurisdiction Taskforce Publishes Final Legal Statement On Liability For AI Harms

United Kingdom Litigation

KL

Herbert Smith Freehills Kramer LLP

HMO & Housing Offences: New Draft Sentencing Guideline Explained (Video)

United Kingdom Commercial

AG

Anthony Gold Solicitors LLP

When Is A Design Considered New And Having Individual Character Under UK And EU Design Law? (Podcast)

United Kingdom IP

HL

HGF Ltd

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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

Daily FSR Update - 10 August 2026

The FCA has published the findings from its Early and High Growth Oversight pilot, conducted between July 2025 and March 2026, during which it engaged with 15 firms across the asset management, wealth management and payments sectors.

United Kingdom Finance

KL

Herbert Smith Freehills Kramer LLP

UK’s FCA Proposes Streamlined Remuneration Code For Solo-Regulated Firms

On 14 July 2026, the UK Financial Conduct Authority (FCA) published CP 26/27, setting out proposals to overhaul the regulatory remuneration framework for solo-regulated firms.

United Kingdom Finance

SA

Skadden Arps Slate Meagher & Flom

High-Value Pensions In Divorce: What You Need To Know

High-value pensions often represent one of the most significant assets in a marriage, yet they can be overlooked during divorce proceedings. Understanding how pension wealth is valued, divided, and treated in financial settlements is essential for high-net-worth individuals, business owners, and senior executives to ensure fair outcomes and protect long-term financial security.

United Kingdom Family

AG

Anthony Gold Solicitors LLP

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

United Kingdom Wealth Mgt

M

Macfarlanes LLP

Understanding And Managing Your Information Footprint (Video)

United Kingdom Wealth Mgt

WL

Withers LLP

Starting Strong: The Essential Guide To Setting Up And Growing A Successful Business

Worldwide Commercial

DG

Dixcart Group Limited

Luxury Or Legacy

United Kingdom Wealth Mgt

WT

Winston Taylor

Estate Planning Checklist For Complete Peace Of Mind

United Kingdom Wealth Mgt

BL

Buckles Law

Family Limited Partnerships For US/UK Families (Video)

United Kingdom Family

WL

Withers 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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Comparing Family Succession Vehicles (Video)

WL

Withers LLP

Introducing Family Investment Companies (Video)

WL

Withers LLP

Supporting Families And Clients In The Middle East (Video)

G

Guernsey Finance

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

TS

Travers Smith LLP

What Is An Isle Of Man 2006 Act Company?

DG

Dixcart Group Limited

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