United Kingdom: Wealth & Asset Management

Court of Protection deputies face inconsistent investment risk categories across financial firms, with no industry standard for scales or terminology. Understanding capacity for loss and need to take risk, rather than attitude to risk, proves essential when making investment decisions on behalf of protected persons, particularly when combined with proper cash buffers and life expectancy considerations.

On 17 September 2026, we were delighted to once again welcome leading investment funds professionals to our annual Maples Insights London Investment Funds Forum at the National Gallery in London.

Over the next two decades, USD 83 trillion is set to pass between baby boomers and their heirs in what has been coined ‘the great wealth transfer’. As significant collections and cultural assets pass between generations, many families are reassessing how best to plan their succession, particularly where the next generation has different financial priorities and collecting interests.

High net worth individuals are increasingly investing in art, watches, wine, classic cars and other collectibles as passion assets. These assets combine personal enjoyment with financial value, requiring careful legal and practical consideration across acquisition, lending, financing and succession planning to protect both their emotional significance and long-term worth.

Scottish business owners face unique estate planning challenges that require careful consideration and strategic preparation. Understanding the intricacies of succession planning, tax implications, and asset protection is essential for preserving wealth and ensuring smooth business transitions across generations.

Jake Paul's recent launch of a family office in North Texas exemplifies a growing trend among younger high-net-worth individuals seeking flexible wealth management structures. As an estimated £5 trillion+ prepares to transfer between generations in the UK alone, family offices are emerging as sophisticated platforms that balance wealth preservation, entrepreneurial opportunity, and philanthropic goals while addressing the complexities of modern tax environments and generational succession.

Family investment companies (FICs) are increasingly being used as succession planning vehicles as an alternative to traditional trusts. This video explores how FICs enable families to transfer wealth to future generations while maintaining control, examining the tax efficiency, governance structures, and practical considerations that determine whether a FIC is the right choice for a family's circumstances.

Family Limited Partnerships (FLPs) offer families a sophisticated approach to succession planning by enabling the transfer of wealth to future generations while maintaining control over assets. This structure provides an alternative to traditional trusts, particularly beneficial for families navigating complex tax environments or seeking enhanced asset protection. Discover how FLPs can support long-term wealth preservation through strategic division of economic interests and management rights.

The UK's new Consumer Composite Investments regime introduces significant changes for UCITS and AIFMs marketing to retail investors, requiring new product summary documents and machine-readable disclosures by June 2027. Manufacturers and distributors must navigate enhanced collaboration requirements, revised documentation standards, and updated regulatory obligations that will fundamentally reshape how investment products are presented to UK retail consumers.