More Information - UK Wealth Structuring

- What Is Wealth Structuring?
- Wealth structuring in its widest sense may involve varied legal, tax and financial advice to help you manage, protect, and grow your wealth. Our wealth structuring advice includes:
  - Advising on the strengths and weaknesses of existing structures
  - Making and structuring investments
  - Setting up and managing trusts, family investment companies and other structures
  - Protecting assets
  - Efficient UK and international tax planning
  - Estate planning
  - Business law.
  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 client 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 tax, capital gains tax 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’s engineered for your exact 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 Does UK Wealth Structuring Differ From Other Countries?
- The United Kingdom has high taxes compared to many other countries.
  
  The main challenges involved with UK wealth structuring are to keep your wealth:
  - Tax efficient
  - Flexible
  - Free of red tape or bureaucracy
  - Compliant for tax and regulatory purposes.
  However, there are still opportunities for tax relief and efficient wealth structuring in the UK. We have the experience and expertise to help both UK and foreign residents take advantage of these opportunities.
- 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.