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Private Wealth
Jonathan Riley
PartnerOur Service
Fladgate’s private wealth team specialises in advising on all aspects of wealth structuring and wealth transfer. We support high net worth individuals and families, both in the UK and internationally, in identifying and then implementing the arrangements that best suit their individual needs.
Our team helps our clients to manage and protect their privately held wealth. Typically this takes the form of planning during their lifetime and also planning to take effect after their death. We provide bespoke solutions across the full range of private wealth issues, including complex tax issues, succession, asset protection and private wealth management.
Our clients include some of the wealthiest families in the UK and across the globe including over 80 family offices as well as entrepreneurs, where an understanding of how business interacts with a client’s private wealth and objectives is required.
We are well placed to assist individuals who, through their wealth or family connections, have links to the UK or who are moving to or from the UK and need advice on immigration (including investor and entrepreneur visas), family, and matrimonial matters.
For contentious trust, probate and succession matters, we can also draw on the expertise of our highly rated dispute resolution team. Our work in this area is increasingly international, covering breach of trust, actions against professional trustees, fraud and asset tracing, constructive trust claims and the restructuring of trusts and other arrangements.
Jonathan Riley
PartnerOur Expertise
Combing wide-ranging expertise and a deep understanding of the international art market, we are able to identify and deliver commercially informed, pragmatic solutions for our clients....
READ MOREWe advise individuals, families, family offices and corporates in their creation, funding and management of charities and foundations. In addition, we advise charities and non-for profit organisations in respect of all their legal and tax requirements....
READ MORETrust disputes often present a very particular set of difficulties and legal issues, many of which derive from a trustee’s special responsibility as fiduciary. These may relate to how costs are dealt with, the protection of trustees from personal liability, breaches of trustees’ obligations and chal...
READ MOREWe provide an efficient and comprehensive service on all matters relating to the planning and administration of estates, wills and taxes....
READ MOREOur partner-led team advise both married and cohabiting couples whether at the start or end of a relationship. We are experienced at identifying issues at an early stage, whether it relates to finances or children, and provide focussed advice which is tailor made to your situation....
READ MOREWe are well-placed to assist clients with all aspects of the ownership of significant personal assets to ensure an appropriate balance between commercial interests and family wealth planning....
READ MOREWe provide a personalised, efficient and pragmatic approach in providing bespoke immigration solutions to a wide range of clients including ultra-high net worth and high net worth individuals, their families and their businesses....
READ MOREA highly experienced private wealth disputes team providing a one stop shop to clients in the sector and able to advise on any issue which may arise. Advising clients across-the-board, the team can strive to minimise the risk of disputes while having the expertise and experience to litigate at the h...
READ MOREOur experience in the fields of trusts and tax planning enables us to deliver practical and intelligible solutions to wealthy and landed families and, more recently, successful entrepreneurs and businesses....
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Featured insights
Apr 22, 2021 | 5 minute read
‘Toxic’ survivorship clauses: does your Will contain one?
Do you have a survivorship clause in your Will? Chances are you do, if you leave assets to someone o...
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Apr 1, 2021 | 5 minute read
Does your will contain a ‘Toxic’ survivorship clause?
Do you have a survivorship clause in your Will? Chances are you do, if you leave assets to someone o...
Read more
Jan 13, 2021 | 5 minute read
Is it ever right for a wealth tax?
On 9 December 2020 The Wealth Tax Commission published its final report, strongly endorsing a one-of...
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Jan 5, 2021 | 5 minute read
Twenty Twenty Gone - New Year, New Dawn
At the beginning of 2020 the word on everyone’s lips was Brexit. By February that was rapidly overta...
Read moreOur People
Neal Todd
PartnerI am a highly experienced tax adviser, specialising in tax planning for corporates and HNWI with bus...
Soraya Sohal
AssociateI advise on a broad range of trusts, tax, probate and succession planning issues, both domestic and ...
Mark Spash
PartnerI advise on a wide range of private client law matters for individuals, families and trustees with p...
Jonathan Riley
PartnerI advise wealthy individuals, their families and the institutions that advise them in respect of the...
Katya Vagner
AssociateI advise HNW UK and international families on all aspects of UK and offshore tax, succession plannin...
Helen Cox
PartnerI am a partner in the private client department at Fladgate. I advise UHNW/HNW individuals, families...
Helena Luckhurst
PartnerI specialise in tax and legal issues affecting family wealth holding vehicles, inheritances and esta...