Financial research and analysis — UK Private Wealth Magazine Insights

UK Private Wealth Magazine · Editorial Department

Legal & Tax

Private client law, taxation, trusts, estates, structuring and regulation for family offices and internationally connected private wealth.

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Legal & Tax examines the technical decisions affecting the ownership, protection, transfer and international structuring of private wealth, bringing together educational analysis from practitioners working across law, taxation, trusts, estates and regulation.

Legal & Tax content is educational and does not constitute personalised legal or tax advice.

Latest Legal & Tax

Legal & Tax · Analysis

How the right financial planning software shapes the way advisors communicate

Moneytree Software

Modern financial planning software helps advisors move beyond spreadsheets and static reports, enabling clearer explanations, interactive scenarios, and more transparent planning discussions.

Legal & Tax · Analysis

Philanthropy within the modern family office

George Carter & Gemma Floodgate

Structured philanthropy is becoming a core pillar of the modern family office. George Carter and Gemma Floodgate outline governance, structure and reporting choices that turn generosity into strategy.

Legal & Tax · Analysis

The fraud toolkit: tracing, recovery and enforcement

Jolyon Connell

Jolyon Connell walks through the practical civil toolkit for tracing, freezing and recovering assets — and the enforcement steps that turn a favourable judgment into actual value.

Legal & Tax · Analysis

Why even wealthy clients face estate liquidity gaps

John Sanderson & Steve Gauke

Illiquid assets, tax deadlines and probate delays combine to create liquidity gaps in estates that look, on paper, comfortably wealthy. Provira sets out the mechanics and the ways to solve them.

Legal & Tax · Analysis

HSBC Private Bank releases report on Collectibles: Having purpose and passion

HSBC Private Bank

HSBC Private Bank's collectibles report argues that the coming 'great stuff transfer' will reward collectors who plan with purpose and passion — and penalise those who don't.

Legal & Tax · Interview

Jonathan Child: When Family Wealth Disputes Become a Crisis

Jonathan Child · Issue Three

Disputes lawyer Jonathan Child on why the decisions that shape a family dispute — jurisdiction, confidentiality, who can see the documents — are usually made years before anyone falls out.

Cross-Border

Legal & Tax · Analysis

When Private Wealth Becomes Publicly Visible: Managing Reputational and Institutional Exposure Across Borders

Peter Kovacs · Issue Three

The article examines how internationally mobile families can accumulate reputational and institutional exposure as their wealth, residences, investments and relationships span multiple jurisdictions. It explores how visibility, politically sensitive relationships, government interaction, regulatory culture and differing institutional perceptions can affect families beyond conventional tax, legal and wealth-structuring considerations.

Legal & Tax · Analysis

Families On The Move: Why Dispute Resolution Must Become Part Of The Wealth Planning Conversation

Victoria Pigott · Issue Two

The past few years have seen unprecedented movement of UHNW families. But internationally mobile families carry their disputes with them, and despite the extensive planning that goes into these moves, the implications for dispute resolution mechanisms are often overlooked. Victoria Pigott, Chair of Mishcon Private, on jurisdictional fragmentation, the sovereign portfolio, cross-border enforcement, and why conflict resolution must be treated as a core planning discipline rather than an afterthought.

Legal & Tax · Analysis

Why Cross-Border Legal and Tax Planning Matters More Than Ever for Internationally Mobile Wealth

Della Burnside & Yolanda Perez Berges · Issue Two

As globally mobile wealth becomes increasingly international, cross-border legal and tax planning is emerging as one of the most important considerations for family offices and private wealth owners.

Trusts & Estates

Legal & Tax · Analysis

How the right financial planning software shapes the way advisors communicate

Moneytree Software

Modern financial planning software helps advisors move beyond spreadsheets and static reports, enabling clearer explanations, interactive scenarios, and more transparent planning discussions.

Legal & Tax · Analysis

Philanthropy within the modern family office

George Carter & Gemma Floodgate

Legal & Tax · Analysis

The fraud toolkit: tracing, recovery and enforcement

Jolyon Connell

Jolyon Connell walks through the practical civil toolkit for tracing, freezing and recovering assets — and the enforcement steps that turn a favourable judgment into actual value.

Tax

Legal & Tax · Analysis

Why Cross-Border Legal and Tax Planning Matters More Than Ever for Internationally Mobile Wealth

Della Burnside & Yolanda Perez Berges · Issue Two

As globally mobile wealth becomes increasingly international, cross-border legal and tax planning is emerging as one of the most important considerations for family offices and private wealth owners.

Succession

Legal & Tax · Interview

Jonathan Child: When Family Wealth Disputes Become a Crisis

Jonathan Child · Issue Three

Disputes lawyer Jonathan Child on why the decisions that shape a family dispute — jurisdiction, confidentiality, who can see the documents — are usually made years before anyone falls out.

Family Office · Analysis

Succession Is an Organisational Challenge — Not Just a Family One

James Taylor · Issue Three

Half of family offices have no succession plan for their own executive leadership, a separate question from whoever inherits within the family. Most succession planning still treats the two as one problem.

Family Office · Analysis

Succession Planning in the Modern Family Office: Beyond the Transfer of Wealth

James Taylor · Issue Three

Assets may pass from one generation to another, but so too can control of companies, voting rights, investment responsibilities, relationships with advisers, knowledge accumulated over decades and responsibility for the family office itself.

Regulation & Compliance

Legal & Tax · Analysis

When Private Wealth Becomes Publicly Visible: Managing Reputational and Institutional Exposure Across Borders

Peter Kovacs · Issue Three

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