Private Wealth Planning
We act for individuals, families, estates, trusts, family businesses, educational establishments, museums and charities. We aim to build long term relationships with clients and for families these often span several generations. A key feature of the way we work is that partners have regular and direct involvement with clients.
Please find below a series of articles providing valuable insights on succession planning and asset management.
OUR ARTICLES
February 15, 2024
Family law expert Luke Scarratt gives an overview and insights into why they are valuable and how co...
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Tax and legislation through 2023
December 19, 2023
A look back on tax and legislation through 2023…
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How do I Overcome Barriers To Succession Planning?
December 14, 2023
Highlighting some of the challenges involved and the different attitudes between the generations, Fr...
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Succession Planning – The Issues Sole Director-Shareholders Need to Consider
November 21, 2023
This article considers the issues an individual who is the sole director and sole shareholder of a p...
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Creating a succession plan for a family business
November 20, 2023
Partners Frederick Bjorn and Howard Taylor have shared some essential advice for family business own...
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Divorce and dissolution – fastening trust assets when a beneficiary ties the knot
November 08, 2023
Clementine Dowley and Rosie Sells of our Dispute Resolution Team look at seven key questions for ...
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From Boomer to Zennials
November 07, 2023
Emma Harris and Benedict Jennings of our Private Client Team evaluate the implications of the coming...
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Non-Dom tax status: is it really a “200-year-old loophole”?
October 27, 2023
Michael Parkinson ‒ tax, trust and estate planning specialist in our Private Client Team ‒ takes...
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Buying art: the pitfalls and how to avoid them
October 16, 2023
Till Vere-Hodge, art and cultural property law specialist at Payne Hicks Beach describes the unexpe...
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I have nothing to declare – except bankruptcy?
September 06, 2023
Senior Associate in our Family Team Alex Curran gives an overview on how insolvency can make already...
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How are UK charities taxed?
June 13, 2023
In her latest article, Partner in our Private Client Team Rosamond McDowell looks at the tax reliefs...
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What core challenges do families face when succession planning?
May 25, 2023
Partner in our Private Client Team Frederick Bjorn discusses the challenges of succession planning a...
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How Do I Create a Succession Plan for a Family Business?
May 25, 2023
Partner in our Private Client Team Frederick Bjorn gives invaluable advice for wealthy families lo...
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How to Set Up a Charity
April 27, 2023
As part of our fortnightly Private Wealth Planning series, Associate Victoria Robinson lays out what...
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Six tax and estate planning pitfalls US citizens should be aware of before relocating to the UK
March 27, 2023
US citizens looking to relocate to the UK face a complex web of tax consequences, however, following...
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Offshore Trusts – your questions answered
February 24, 2023
As part of our fortnightly Private Wealth Planning series, Partner Frederick Bjorn and Tax Director ...
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Am I a tax resident in the UK?
February 10, 2023
Your UK residence status is critical to your exposure to UK tax, in particular Income Tax and Capita...
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When should a retiring trustee seek a contractual indemnity?
January 19, 2023
In this fortnight’s private wealth briefing, Dispute Resolution Associate Clementine Dowley p...
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Probate Special Part 4: Cross-border issues
January 06, 2023
Cross-border issues are increasingly common in probate work, for example where the estate includes n...
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The 2022 Autumn Statement – Boiling the frog
November 25, 2022
As part of our fortnightly Private Wealth Planning series Private Client partner Frederick Bjorn and...
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Probate Special Part 3: Traps and pitfalls in probate
October 31, 2022
In Part 1 of our Probate Special we covered the formalities that need to be followed once it has bee...
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Probate Special Part 2: The Importance of having a Will and keeping it up to date
October 14, 2022
As part of our fortnightly Private Wealth Planning series Private Client partner Frederick Bjorn and...
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Why Is It Important To Keep My Will Up To Date?
October 14, 2022
Private Client partner Frederick Bjorn and associate Verity Sherwin look at the importance of ens...
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Trust Issues – What can the English Family Court do with trusts on divorce
October 10, 2022
Trusts can be established for a wide variety of purposes, and for the benefit of any number of indiv...
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How HMRC’s increasing access to data will affect taxpayers
September 28, 2022
In a recent article “How HMRC’s Increasing Access to Data will Affect Taxpayers”,...
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Probate Special Part 1 – The Probate Process
September 27, 2022
As part of our fortnightly Private Wealth Planning series Private Client partners Frederick Bjorn an...
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Estate Planning for Matrimonial Clients – The Life of a Marriage in Tax
September 12, 2022
Marriage, children and divorce can have significant tax and estate planning implications but also op...
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Register of overseas entities owning UK property
August 25, 2022
As part of our fortnightly Private Wealth Planning series, Private Client consultant Michael Parkins...
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Planning for family businesses
August 10, 2022
Succession planning and wealth preservation are key concerns for family businesses, particularly whe...
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How Do I Pass My Business To My Family In A Tax Efficient Way?
August 10, 2022
Succession, estate planning and wealth preservation are key concerns for family businesses, particul...
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Buying Artworks – What sort of risks do I need to be aware of?
July 26, 2022
What are artworks and cultural property objects?
The law has sought to define a “work of art” in...
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Trust Special Part IV – The Life of a UK Trust in Tax
July 11, 2022
In this fortnight’s Private Wealth Planning series briefing, Tax and Trust Manager, Nic Mumford hi...
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How are trusts taxed in the UK?
July 11, 2022
Tax and Trust Manager, Nic Mumford, highlights some of the key Inheritance, Income and Capital Gains...
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Trust Special Part III – UK Trust Administration
June 28, 2022
It is the responsibility of the Trustees to make sure that the trust compliance and records are kept...
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Trust Special Part II What is a trust and do I need one?
June 16, 2022
In this fortnight’s Private Wealth Planning series briefing, Senior Associate Emily Grosvenor-Tayl...
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What Is A Trust and Do I Need One?
June 16, 2022
Private wealth planning: Trusts expert Emily Grosvenor-Taylor gives an overview of trusts and consid...
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Trust Special Part I – The Trust Registration Service
May 30, 2022
With September’s trust registration deadline looming, in this fortnight’s Private Wealth Plannin...
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New principles for charitable trustees exercising their powers of investment
May 16, 2022
What has the court ruled?
The High Court of England and Wales has delivered a landmark judgment decl...
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Capacity Issues and Lasting Powers of Attorney
May 03, 2022
The loss of capacity is difficult for everyone involved. However, it is often made worse by a fail...
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What happens To My Estate If I Become Mentally Incapacitated?
May 03, 2022
Loss of capacity is difficult for everyone involved. However, it is often made worse by a failure to...
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UK Domiciled vs NonDom status – a guide to rules and tax implications
April 19, 2022
Over the past couple of weeks the UK Government and an assortment of commentators and journalists ha...
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What Happens To My Business If I Become Mentally Incapacitated?
April 12, 2022
The Coronavirus pandemic has led to an increasing number of clients looking to protect their affairs...
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Annual Tax on Enveloped Dwellings (ATED) – where are we now?
April 04, 2022
With the ATED reporting deadline looming, and on the back of our briefing note on the Register of ov...
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End of Year Tax & Estate Planning for UK residents
March 08, 2022
As part of our fortnightly Private Wealth Planning series, Benedict Jennings looks at steps you c...
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“Pre-Arrival” Tax Planning for those seeking to become UK resident
February 21, 2022
As part of our fortnightly Private Wealth Planning series Frederick Bjorn looks at “Pre-Arrival”...
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Don’t start with the tax – successful family succession planning
January 19, 2022
The pandemic has caused many of us to re-evaluate our lives, and this has been particularly true in ...
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Family succession planning: what do I need to know?
January 19, 2022
The pandemic has caused many of us to re-evaluate our lives, and this has been particularly true in ...
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Pre-Arrival Tax Planning
November 02, 2021
You may be surprised to learn that the top rate of UK income tax is 45% and that the UK has Inherita...
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The costs of protecting trust assets in divorce
October 29, 2021
Partner and specialist trusts litigation lawyer, Jessica Henson, and Associate Rebecca Moseley from...
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The Cost of Protecting Trust Assets in Divorce
October 29, 2021
John Steinbeck once said that “anything that just costs money is cheap” trustees joined to finan...
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Wills in the public eye
October 18, 2021
Emily Woods and David Whitworth, Senior Associate and Trainee respectively in Payne Hicks BeachR...
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key contacts
Rosamond McDowell
Partner
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James Bacon
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Frederick Bjørn
Partner
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Robert Brodrick
Partner, Management Board
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Sam Carver
Partner
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Basil Dixon
Partner
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Emma Harris
Partner
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Jessica Henson
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Till Vere-Hodge
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Sara Morgan
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Martin Paisner CBE
Partner
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Melissa Solly
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