Wealth planning for you and your family

The range of investment opportunities available to families has also grown, as well as the vehicles for holding those investments. This means that wealth planning can be a complex process, which is compounded if you have to consider a business or overseas tax and legal regimes. 

International challenges might arise if a member of your family has settled overseas or if you have acquired non-assets. The reverse can also impact wealth planning, for example, if a member of your family joins you from overseas or if they acquire non-assets.

For business owners, the issues might be providing liquidity on death or how to structure succession whilst keeping those involved in the management properly incentivised. For many families, these business and international issues overlap.

Our Private Wealth team is skilled and experienced in helping individuals and families structure their assets and put succession plans in place. Whatever your situation, we will find the best solution to structuring your personal wealth.

Practical advice, given in a timely manner, with a genuine desire to understand the client’s concerns.

Personal tax, trusts and probate client, Legal 500

How we can help you

Our work covers everything that you might expect from private client lawyers, such as wills, lasting powers of attorney, trusts and investment companies.

Working with colleagues in Osborne Clarke's wider teams, we can also help you form private investment funds, find the optimal structure for a new business venture or investment, and support family office arrangements.

Our trust and estate dispute experts can help when things go wrong or there are disagreements about the division of estates or operations of trusts.

Our private wealth lawyers

Our Private Wealth Team advise on all aspects of tax and wealth structuring, with a particular focus on international families and business owners. In addition to our strong UK and wider European client base, we also act for clients from the Middle East, Far East, Europe and Africa. 

We are recognised for our work for families with a US connection, whether that be through family members being US taxpayers or because they have interests in US businesses or trusts. The team has extensive experience advising family offices with both a domestic and an international aspect to the structuring of their affairs.                                                                   

Experience

Tech entrepreneurs

We act for a wide range of tech entrepreneurs, whose businesses range from funding platforms through to product design. We advise on appropriate business structures, how to manage their tax exposure on an exit and structuring their assets thereafter, including any charitable interests.

Property business

We act for the owner of a global property development business. We advise on all elements of estate planning and, in particular, how to use trusts to make best use of IHT business property relief.

Food business owner

We act for the founder of a food manufacturing business, which owns many household brands. Our client was born in the UK, but is now resident in Monaco and has properties around the world. He has family members in various jurisdictions including the US.

UK property portfolio

We advised on the structuring of a substantial UK property portfolio for a Middle Eastern family, as well as on the establishment of a series of non-UK trusts to provide for the educational and medical needs of future generations.

Private family

Advised a family on the structure of their assets following a significant business sale, including the establishment of trusts, forming a private investment company and preparing wills.

UK resident US citizen

Advised a UK resident US citizen on the UK tax implications of receiving payments from a series of US trusts and companies set up by her parents.

Jersey trust company

Advised a Jersey trust company on the tax implications of distributing a fund to UK resident beneficiaries including the correct treatment of historical income and gains accrued in UK and BVI companies.

Estate of a UK-resident foreign national

Administered the estate of a UK-resident foreign national with interests in non-UK foundations and companies.

UK trust company

Advised a UK trust company in relation to a tax investigation concerning one of its trusts, advising on its duties to the beneficiaries, potential liabilities and strategy to resolve the enquiry.

Offshore entities

Successfully resolved a substantial tax disclosure under the LDF amnesty scheme, reviewing and analysing the affairs of fifteen offshore entities over a period of fourteen years.

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