Private Client

We offer tailored solutions to individual clients and their families to protect and manage their personal and business wealth.

We support our clients to resolve their issues with clear, concise and professional advice in view of preserving and developing their financial resources.

Clients

We are able to advise:

  • Asset managers
  • Entrepreneurs
  • Family offices
  • Financial advisers
  • High net worth individuals & families
  • Investment advisers
  • Private banks
  • Trust companies
  • Trustees
  • Private Individuals

Areas of Law

Below is a non-exhaustive list of the various areas of law we can help you with.

Asset Management

  • Acquisition and disposal of assets
  • Asset protection
  • Commercial investments
  • Corporate investments
  • International asset structuring
  • High-value, multijurisdictional transactions
  • Legislation affecting wealth owners
  • Investment strategies
  • Private investment funds
  • Private client property and real estate
  • Structuring of investment transactions

Charities

  • Administration and operation advice of charities
  • Charity legislation
  • Charity Commission policies and operational guidance
  • Charities Act 2006
  • Creation of new charities, incorporation and registration (with the Charity Commission and HMRC)
  • Cross border giving & tax advice
  • Fundraising issues and sponsorship arrangements
  • Governance & governance issues
  • Legacies and gifts to charities
  • Mergers and joint ventures
  • Powers and duties of trustees
  • Regulatory compliance and investigations

Dispute Resolution

  • Alternative dispute resolution
  • Breach of trust
  • Contested wills
  • Court of Protection issues
  • Disagreements over the administration of estates
  • Disputes in relation to the administration of charities
  • Disputes in family businesses
  • Family succession disputes
  • International commercial disputes involving trustees
  • Litigation
  • Mediation
  • Multi-jurisdictional trust claims
  • Probate dispute resolution
  • Testamentary capacity and undue influence
  • Trust and estate disputes
  • Trust validity issues

Domicile & Residence

  • Advance planning for non-UK persons moving to the UK
  • Advice on changing tax residence and domicile planning
  • Advice on tax and legal aspects of taking up a residence abroad
  • Creation of asset holding structures (UK and international)
  • Co-ordinating multi-jurisdictional tax planning
  • Departure planning for UK residents leaving the UK
  • In-depth analysis of a client’s domicile and residence status
  • Will and estate planning for families with cross-border estates

Personal wealth structuring

  • Contractual arrangements
  • Family business continuation plans and succession management
  • Family governance structures
  • Family office structures
  • Family wealth management strategy

Probate and administration of estates

  • Acting for personal representatives, trustees and heirs
  • Advice and guidance throughout the entire Probate and estate administration for UK and cross-border estates
  • Business & estate succession
  • Coordinating multi-jurisdictional probate applications
  • Inheritance contracts
  • International inheritance and probate issue
  • Obtaining grant of probate
  • Obtaining a Grant of Representation

Tax Planning

  • Compliance with tax and reporting obligations
  • Global tax minimization
  • Inheritance tax, income tax & capital gains tax
  • Multi-jurisdictional tax and inheritance issues
  • Private equity structuring
  • Real estate transfer tax
  • Structure of personal and business wealth
  • Tax and succession planning
  • Tax investigations advice
  • Tax planning – UK and international
  • Tax residence and domicile planning
  • UK and international tax issues
  • UK, offshore and cross border tax efficient wealth management structures

Trusts & Settlements

  • Advice for trustees and beneficiaries on their rights and obligations
  • Establishing and restructuring trusts (UK and international)
  • Private trust companies
  • Purpose trusts
  • Structuring estates and trusts
  • Trust administration
  • Trust disputes and litigation
  • Trust and succession planning
  • Trust and succession dispute management
  • UK and offshore trusts, settlements and other investment structuring vehicles

Wills

  • Applications to the court of protection for deputyship
  • Asset protection structures
  • Cross-border conflicts of succession laws
  • Drafting and advising on wills with regards to UK and non-UK assets
  • Enduring power of attorney
  • Family trust arrangements
  • Lifetime gifts
  • Lasting Power of Attorney (LPA) – Property and Affairs LPA and Personal Welfare LPA
  • Structuring and drafting of wills
  • Succession planning
  • Will validity disputes

For detailed information and to discuss your requirements, contact [email protected].

For details information and to discuss your requirements, contact [email protected]