United Kingdom: Wealth 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.
Video
What Do Investment Risk Categories Mean For Court Of Protection Deputies? (Video)
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.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
Video
Instructing An IFA In Court Of Protection Cases: What To Include (Video)
Independent Financial Advisers need comprehensive information about a protected party's background, current finances, and future care projections to provide effective advice in Court of Protection cases. Deputies who understand how to frame instructions properly—focusing on what the money needs to achieve rather than simply what's available to invest—receive better-targeted financial guidance and can more effectively manage family expectations through scenario modelling.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
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Family Office

Offshore Banking

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Offshore Company Formation

Article
Changes To The Rules On Trust Registration: What Trustees Need To Know
The UK government has introduced significant changes to trust registration requirements, affecting both the Trust Registration Service and the Register of Overseas Entities. These new rules expand registration obligations for overseas trusts holding UK land while providing exemptions for certain low-value trusts, requiring trustees to review their compliance status and take action by specified deadlines.
United Kingdom Wealth Mgt
C
Cripps
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Wealth & Asset Management

Article
Portugal Property Boom: What International Buyers Need To Know Before Making The Move
Portugal’s rise as one of the world’s most sought after property destination has been remarkable. Once viewed as one of Europe’s quieter markets, it is now firmly on the radar of international investors seeking both lifestyle and long-term value. From Lisbon’s cultural revival to the Algarve’s enduring appeal, Portugal’s property market continues to attract buyers looking for more than just a second home.
United Kingdom Commercial
DG
Dixcart Group Limited
Video
What Do Investment Risk Categories Mean For Court Of Protection Deputies? (Video)
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.
United Kingdom Wealth Mgt
AG
Anthony Gold Solicitors LLP
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Offshore Financial Centres

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Latest Videos

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Guernsey Pension Seminar 2026: The Home Of Global Mobility – Panel Discussion (Video)
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Guernsey Finance