United Kingdom: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.
Article
UK Personal Pension And SIPP For Non-UK Residents – Guide 2026
UK pension providers increasingly restrict services for non-UK residents, particularly post-Brexit, leaving expatriates unable to manage investments, access withdrawals, or receive proper tax guidance. Many face automatic portfolio changes and administrative barriers that can significantly impact retirement income, making international pension transfers essential for maintaining control and optimizing long-term returns.
United Kingdom Employment
SI
Spectrum IFA Group
Article
When Is A Day Not A Day? UK Tax Residence And The Statutory Residence Test
The UK determines tax residence based on the Statutory Residence Test (SRT). While the rules can be complex, incorporating five Automatic Overseas Tests, four Automatic UK Tests, eight potential split year cases, and the sufficient ties test (with five possible ties), in many cases the outcome ultimately turns on a simple metric: the number of days spent in the UK.
United Kingdom Commercial
DG
Dixcart Group Limited
Article
And… Score! Asset Managers’ Proprietary ESG Scoring Under Pressure From The EU ESG Ratings Regulation
The European Union's ESG Ratings Regulation introduces a comprehensive regulatory framework for ESG ratings providers that may unexpectedly capture asset managers using proprietary ESG scoring methodologies in their marketing materials. Asset managers must carefully evaluate whether their ESG-related disclosures, particularly in pitchbooks and case studies, fall within the Regulation's scope and determine their compliance strategy before the July 2026 implementation date.
United Kingdom Commercial
PR
Proskauer Rose LLP
Video
Navigating Reputational Risk In Family Offices (Video)
Families and family offices operate in an increasingly visible world where reputation risk can emerge from multiple directions—personal disputes, business conflicts, or unwanted public exposure. This content explores how structured crisis management, built on the right team, proactive preparation, and a clear response plan, enables families to protect their privacy and respond to challenges with confidence and control.
United Kingdom Privacy
WL
Withers LLP
Article
Family Offices: The Priceless Value Of Information
Family offices manage vast amounts of sensitive information spanning private data, communications, and digital footprints that can expose families to significant reputational risk if mishandled. As these enterprises become more global and digitally enabled, information has evolved into a critical asset requiring the same deliberate oversight as financial capital. This analysis explores how family offices can proactively protect their information assets through strategic planning, understanding exposure poin
United Kingdom Wealth Mgt
WL
Withers LLP
Article
A&O Shearman Represents Aegon On GBP2 Billion Sale Of Aegon UK To Standard Life
A&O Shearman advises Aegon on the approximately GBP2bn sale of its UK business to Standard Life, creating the UK's largest retirement savings and income business serving 16 million customers. The transaction includes GBP750 million in cash and a 15% equity stake in the combined entity, marking a strategic milestone in Aegon's transformation into a leading U.S. life insurance and retirement group.
United Kingdom Commercial
AO
A&O Shearman
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