Private wealth
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    Winner of the British Legal Awards 2015 - private client team of the year

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    Winner of the European Wealth Briefing Awards 2015 - legal team of the year

Private wealth

Stephenson Harwood has been looking after the legal needs of wealthy individuals and their families for nearly 200 years. We have always understood that our private clients require a wide range of services, beyond that which is offered by the traditional ‘private client’ firms. This is because our clients are typically entrepreneurial, international and with complex, frequently international, interests.
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As a truly international firm, with a wide range of legal capabilities, our award winning private wealth team is ideally positioned to service all the needs of high net worth individuals. We can help you with:

  • advice on residency and domicile
  • UK and international personal tax planning, including planning for UK resident and non-domiciled individuals
  • tax and succession advice for shareholders, directors and employees
  • advice on tax efficient inward investment into the UK, including real estate
  • creating and advising upon offshore trusts, foundations, companies and other wealth preservation vehicles
  • creating and advising upon overseas pensions schemes and other remuneration trusts
  • representing clients in tax enquiries and investigations instigated by HMRC and where criminal proceedings have been commenced
  • creating asset protection structures

Our private wealth team works closely with our renowned corporate tax team, which provides the full range of tax services – both direct and indirect taxes (including VAT) - to businesses in the UK and internationally.

"The fount of all knowledge"
Chambers UK 2013

UK property

We regularly advise clients on the most tax efficient means of acquiring and holding UK property, both for personal occupation and investment, taking into account CGT, IHT, ATED, SDLT and VAT.

Residency planning

We recently advised a prominent Italian family on their relocation to the UK, looking at their personal assets and those in various offshore trusts.

Tax investigations

We represented a client in an HMRC investigation generated by their receipt of his leaked foreign bank account details and we settled the case for less than one-tenth of the amount of tax originally claimed.

Philanthropy

We advised a prominent Hong Kong billionaire on his proposed bequest to a US charity and created two charitable trusts ​in the UK and Hong Kong.

International succession planning

We recently advised a UK national resident in Belgium on estate planning for his worldwide estate, including considering the interaction between UK and Belgian death taxes.

Foreign pensions

We are renowned for our expertise in foreign pensions and we have advised a large number of individuals and institutions on the UK tax treatment of IPPs, QROPS and QNUPS.

Jets, yachts and art

As well as being able to provide tax advice on the acquisition of these assets, we can also provide advice on all legal matters including build/purchase contracts, disputes and finance.

Lawyer

Ian Devereux Partner

T:  +852 2533 2806
M:  +852 9600 9028 Email Ian | Vcard Office:  Hong Kong

Lawyer

James Quarmby Partner

T:  +44 20 7809 2364
M:  +44 7958 776 759 Email James | Vcard Office:  London

Latest news & insights

26 Aug 2016

From Insights

CAPITAL letters - Issue 16

Readers will recall my description (in my last edition) of the 'flotilla of condocs' arriving on our shores this summer – well I'm now officially upgrading this to an ..

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22 Aug 2016

From Insights

CAPITAL letters - Issue 15

HMRC is in hyperactive mode right now. Amongst this flotilla of condocs is one which has caught the attention of the press - "Strengthening Tax Avoidance Sanctions and..

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01 Jul 2016

From Insights

CAPITAL letters - Issue 14

The markets have been in turmoil since Friday's shock Brexit vote, causing the PM to resign and plunging the Labour Party into civil war. It's easy to get carried away..

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24 Jun 2016

From Insights

BREXIT: What now?

The results of the referendum on whether or not the UK should remain in the European Union are in and the British public have voted to leave. What does this mean?

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01 Jun 2016

From News

Erik Wallace joins Stephenson Harwood as partner

Law firm Stephenson Harwood LLP has expanded its private wealth team with the addition of Erik Wallace as a partner, based in its Hong Kong office.

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12 May 2016

From Insights

CAPITAL letters - Issue 13

What can the Panama papers teach us about the perception – and indeed misperception – of using offshore financial centres? And why does it matter?

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23 Mar 2016

From Insights

CAPITAL letters - Budget Special - more pain, no gain

Our Chancellor has decided to give property investors and those with interests in EBTs a real caning in this Budget.

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07 Jan 2016

From Insights

CAPITAL letters - Issue 11

If you already own a residential property then when you buy a second there will be a 3% surcharge, on top of the normal SDLT rate unless the new property is replacing ..

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18 Dec 2015

From Insights

CAPITAL letters - Issue 10 Christmas Edition

It may be the season of goodwill to all men, but not if you evade your taxes! There has been a marked change in HMRC attitude to tax evasion and the prosecution of off..

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18 Dec 2015

From Insights

FCA Hot Topic: Suitability of investment portfolios

In its December Regulation round-up, published yesterday, the FCA set the suitability of investment portfolios as a hot topic.

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11 Dec 2015

From News

James Quarmby named as one of the '50 Most Influential' advisers within private wealth

James Quarmby, head of private wealth at Stephenson Harwood, has been named by Eprivateclient in its '50 Most Influential 2016' list.

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06 Jul 2015

From Insights

CAPITAL letters - The Budget Special Edition July 2015

We look at the most radical changes to the taxation of non-domiciled individuals for a generation - they will have serious repercussions.

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30 Apr 2015

From News

Stephenson Harwood wins Team of the Year at WealthBriefing Awards

Stephenson Harwood has won the 'Legal Team of the Year' at the WealthBriefing European Awards 2015, for its work in the private wealth sector.

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17 Mar 2015
24 Feb 2015

From News

Stephenson Harwood shortlisted in the WealthBriefing European awards

International law firm Stephenson Harwood LLP has been shortlisted for the WealthBriefing European Awards 2015.

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01 Feb 2015

From Insights

Media coverage: Thomson Reuters IPO Handbook - Considering a Trust in Pre-IPO Planning

Silvia On has recently been invited by Thomson Reuters to contribute to its IPO handbook for Hong Kong 2015 in which Pre-IPO planning via Trust has been discussed.

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© Stephenson Harwood LLP 2016. Any reference to Stephenson Harwood in this document means Stephenson Harwood LLP and/or its affiliated undertakings. Any reference to a partner is used to refer to a member of Stephenson Harwood LLP.