Wealth structuring combines varied legal and financial advice to help you manage, protect, and grow your wealth. Our wealth structuring advice includes:

• Making and structuring investments
• Setting up and managing trusts, private trust companies and family investment companies
• Protecting assets
• Efficient UK and international tax planning
• Estate planning
• Business law.

Wealth structuring can also involve an array of other legal issues, such as Wills, family, immigration, or property law. As part of one of the UK’s largest private wealth teams, we have the expertise on hand to support you whatever your circumstances.

Effective wealth structuring can help you:

• Control your wealth
• Plan your finances for the future
• Pass on wealth and assets to the next generation
• Reduce income, capital gains or inheritance tax
• Ensure legal, regulatory, and tax compliance
• Provide for vulnerable family members
• Protect assets from creditors, family breakdown or crime.

Everyone has different goals and what you get out of wealth structuring is totally up to you. We’ll get to know you and your plans for the future before devising a strategy that suits your requirements.

Call us on 0370 1500 100 to find out more.

We use a wide variety of structures and strategies to efficiently manage and protect your wealth, including:

• Trusts
• Private trust companies
• Family investment companies
• Companies, including open-ended investment companies (OEICs)
• Charities
• Limited partnerships
• Insurance, pensions and other regulated products.

We take a tailor-made approach to each client and the exact structures we use will depend on your unique needs and requirements. A single trust might be the best option for one situation while someone else might need a complicated mix of investment structures.

Many of our clients own global wealth and we understand the issues that matter most when you have investments around the world.

Effectively managing international wealth is very complex but also has great potential for tax-efficiency. We can help you manage the risks of international investment to get the most out of your wealth.

Our solicitors have the experience and expertise to advise you on compliance with laws, regulations and taxes in different countries – including cross-border tax treaties, conventions and reporting processes like the Common Reporting Standard (CRS).

CRS requires financial institutions to share your information with local tax authorities if you are a tax resident outside the country where you hold your bank accounts and financial products.

We’ll use our expertise and professional contacts in other jurisdictions to put together a plan to ensure continued growth of your wealth while making sure you stay compliant.

Everyone has different goals for their wealth and no two investment portfolios look the same, particularly when international investments are involved. We take a bespoke approach to every client, working closely with the best lawyers, banks and financial service providers to offer a wide variety of strategies around the world.

We understand how important it is to know what will happen to your wealth once you’re gone. Forward planning is a key focus for all of our wealth structuring strategies, so you can rest assured that your wealth will be protected for the next generation.

While tax efficiency is often the main motivation behind wealth structuring, it can just as often be about flexibility, maintaining control or succession planning. With controlled handovers of assets or influence to your successors, we can help make sure your wealth stays with the right people.

Conflicting inheritance laws in different countries mean that succession can be particularly risky if you have international assets. It’s vital to have the proper planning in place to make sure your estate is passed on how you want.

Read more about how we can help with estate planning in the UK and internationally.