We aspire to be the referral lawyers of choice for intermediaries throughout the wealth management industry.
We’re a panel firm for a number of high-profile private banks, which consult us on the evolution of their services offering to meet changing client demands, or the requirements of new tax and regulatory regimes.
For a number of banks, we advise on the UK tax rules for trustee residence and the associated operational impact, and help to devise trust example precedents for the trustee businesses within private banks. For example, for one trustee we have focused heavily on the provision of settlor-reserved powers trusts, as requested by certain segments of the clientele, and their drafting to balance the natural expectations of settlors with the institutional risk tolerance of the trustee.
"Excellence across the full spectrum of private client work. Sources say: 'The team has great technical knowledge, great judgement and enormous experience. They cut through the complications to get to the right solution for the client'."
Chambers UK 2014
Winner of London Legal Team of the Year.
STEP Private Client Awards 2013