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Wealth Structuring

UK Wealth Structuring

Wealth Structuring doesn’t have to mean complicated international investments – our solicitors can help you efficiently manage, grow, and protect your wealth within the United Kingdom.

While the UK is a comparatively high tax jurisdiction, our tax planning and structuring experts can help you make the most of the tax reliefs, efficiencies and opportunities that are legally available to you.

We can help you set up a variety of efficient structures within the UK to minimise tax exposure for your personal, family, or business assets. We’re specialists in creating trusts, companies, charities, limited partnerships and a variety of other structures.

We can also advise on a wide range of financial products such as insurance wrappers and pensions through our FCA regulated wealth management business, IM Wealth Management.

Wealth structuring isn’t just about tax, however, – it’s also about maintaining control, protection, and flexibility for your assets. You can often achieve these goals as effectively or better in the UK as abroad.

We’ll always get to know you and your circumstances and advise the best structures for your unique requirements.

From managing a vulnerable adult’s personal injury compensation to advising some of the wealthiest families in the world, we have vast and varied experience with wealth structuring in the UK and internationally.

Contact us online today, or call 0370 1500 100 to find out more about how our UK wealth structuring specialists can help you.

Bespoke service tailored to your goals and needs
Experienced with a wide variety of structures, products and strategies
Integrated support for related issues such as Wills, family law, or real estate
Offices in 15 locations across the country

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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:

      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.

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

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