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Wealth Structuring

Our wealth structuring solicitors advise on the best strategies to protect, control, and plan, helping you to get the most out of your wealth.

Most of us structure wealth to some degree – investing in a pension or transferring an asset to our loved ones are both simple ways of structuring wealth.

Our specialist lawyers and advisors can advise on the most effective ways to structure your wealth and plan for the future. We’ll help you make use of all the available opportunities you have to legitimately protect and control your wealth.

Whether this means setting up a simple trust for your children or organising a complex offshore tax mitigation structure, we have the experience and expertise you need to ensure the best results.

We’re highly experienced in helping people in a wide range of different financial situations. We work with everyone from vulnerable people managing personal injury payments to some of the very richest families in the world. We can help:

  • Individuals
  • Families and family offices
  • Landed estates
  • Trusts & Trustees
  • Businesses, business owners, and entrepreneurs.

We’re highly knowledgeable about international wealth structuring and international elements of UK tax law, including reporting and compliance issues. We can also advise on UK wealth structuring strategies for both UK residents and foreign nationals.

Whatever your financial goals, our flexible, bespoke advice can help you achieve them. Contact us online or call 0370 1500 100 to learn more.

Large team of tax specialists including chartered tax advisers and accountants
Experts in representing individuals and businesses
Offices in 15 locations across the country
Professional and confidential service

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More Information - Wealth Structuring
    • What Is Wealth Structuring?
    • Wealth structuring combines varied legal and financial advice to help you manage, protect, and grow your wealth. Our wealth structuring advice includes:

      Wealth structuring can also involve an array of other legal issues, such as Wills, family, immigration, or property law. As part of one of the UK’s largest private wealth teams, we have the expertise on hand to support you whatever your circumstances.

    • How Does Wealth Structuring Help?
    • Effective wealth structuring can help you:

      • Control your wealth
      • Plan your finances for the future
      • Pass on wealth and assets to the next generation
      • Reduce income, capital gains or inheritance tax
      • Ensure legal, regulatory, and tax compliance
      • Provide for vulnerable family members
      • Protect assets from creditors, family breakdown or crime.

      Everyone has different goals and what you get out of wealth structuring is totally up to you. We’ll get to know you and your plans for the future before devising a strategy that suits your requirements.

      Call us on 0370 1500 100 to find out more.

    • What Wealth Structuring Methods Do You Use?
    • We use a wide variety of structures and strategies to efficiently manage and protect your wealth, including:

      • Trusts
      • Private trust companies
      • Family investment companies
      • Companies, including open-ended investment companies (OEICs)
      • Charities
      • Limited partnerships
      • Insurance, pensions and other regulated products.

      We take a tailor-made approach to each client and the exact structures we use will depend on your unique needs and requirements. A single trust might be the best option for one situation while someone else might need a complicated mix of investment structures.

    • How Can You Help Structure International Wealth?
    • Many of our clients own global wealth and we understand the issues that matter most when you have investments around the world.

      Effectively managing international wealth is very complex but also has great potential for tax-efficiency. We can help you manage the risks of international investment to get the most out of your wealth.

      Our solicitors have the experience and expertise to advise you on compliance with laws, regulations and taxes in different countries – including cross-border tax treaties, conventions and reporting processes like the Common Reporting Standard (CRS).

      CRS requires financial institutions to share your information with local tax authorities if you are a tax resident outside the country where you hold your bank accounts and financial products.

      We’ll use our expertise and professional contacts in other jurisdictions to put together a plan to ensure continued growth of your wealth while making sure you stay compliant.

      Everyone has different goals for their wealth and no two investment portfolios look the same, particularly when international investments are involved. We take a bespoke approach to every client, working closely with the best lawyers, banks and financial service providers to offer a wide variety of strategies around the world.

    • Can You Help With Estate Planning?
    • We understand how important it is to know what will happen to your wealth once you’re gone. Forward planning is a key focus for all of our wealth structuring strategies, so you can rest assured that your wealth will be protected for the next generation.

      While tax efficiency is often the main motivation behind wealth structuring, it can just as often be about flexibility, maintaining control or succession planning. With controlled handovers of assets or influence to your successors, we can help make sure your wealth stays with the right people.

      Conflicting inheritance laws in different countries mean that succession can be particularly risky if you have international assets. It’s vital to have the proper planning in place to make sure your estate is passed on how you want.

      Read more about how we can help with estate planning in the UK and internationally.

Irwin Mitchell are a very professional, trustworthy and straightforward company to deal with. I would recommend them to anyone."

Frank Clayton, client

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