Wealth Management
  1. Wealth Management

    Our highly-rated tax, trusts and wealth management team represents many high net worth individuals and families worldwide, as well as family offices, landed estates and wealth managers.  Banking and finance advice forms part of the service we offer such clients.

    Rated for its all round capability and practical, deal-oriented lawyers

    CHAMBERS UK

    This ranges from advice on private banking facilities and security, often including a number of jurisdictions, to advice on investments structured as loans and tax-efficient structures employing loan and security or bank finance. We work hand-in-hand with a network of international lawyers to ensure a seamless service for private wealth clients investing in jurisdictions across the world.

    We also advise private banking lenders on the tax effectiveness of financial products and services (including advising on the creation of such products and their UK tax treatment).

  2. Our experience

    • Advising a boutique asset management house in relation to the tax treatment of its investments for clients
    • Structuring a loan made by a non-UK domiciled individual to a family member to optimise the use of the remittance basis
    • Advising an ultra-high net wealth individual in relation to a complex loan structure made to a borrower in the Middle East
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