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.
  • Profile
  • Experience
  • Key contacts

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.

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

14 May 2018

From News

Kevin Lee joins Stephenson Harwood as a partner

Law firm Stephenson Harwood LLP has strengthened its global private wealth practice with the arrival of partner Kevin Lee, who joins the firm in Hong Kong.

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09 May 2018

From Insights

CAPITAL letters - Issue 28

The last two years have seen an avalanche of new measures designed to tackle offshore tax avoidance so it is perhaps no surprise to see another consultation document (..

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27 Apr 2018

From News

Wealth Briefing European Awards success

Law firm Stephenson Harwood LLP has been named 'Private Client Law Firm' by Wealth Briefing magazine for the second year running and London-based partner James Quarmby..

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26 Mar 2018

From Insights

CAPITAL letters - Issue 27

The remittance rules used to be both easy to understand and apply but, following the 2008 reforms to the taxation of non-doms, significant revisions were made and are ..

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11 Dec 2017

From Insights

CAPITAL letters - Issue 26

On 5 December 2017, the European Union Finance Ministers published the EU's blacklist of tax havens listing 17 "non-cooperative" tax jurisdictions, including the UAE i..

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08 Dec 2017

From Insights

UK trusts' disclosure for non-UK trustees

Those who have invested in UK property, shares or other assets using a trust need to take note of the new trust registration requirements in the UK.

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06 Dec 2017

From Insights

CAPITAL letters - Issue 25

I have complained before about the increased complexity of property taxes in the UK - with the unholy trinity of CGT, non-resident CGT (NRCGT) and ATED related gains t..

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20 Nov 2017

From News

James Quarmby named one of the '50 Most Influential' advisers

Stephenson Harwood partner and head of private wealth James Quarmby has been named one of the '50 Most Influential' advisers by eprivateclient, for the third year runn..

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20 Nov 2017

From News

Laurence Ho joins Stephenson Harwood as partner

Law firm Stephenson Harwood LLP has strengthened its private wealth team with the arrival of partner Laurence Ho, who joins the firm's Hong Kong office.

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29 Sep 2017

From Insights

CAPITAL letters - Issue 24

However you may wish to dress it up, taxation is the license the government gives itself to confiscate your money, or at least a defined portion of it. We cannot argue..

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13 Sep 2017

From News

Stephenson Harwood associate Alice Vink receives 'Top 35 under 35' accolade

Stephenson Harwood associate Alice Vink, a member of the firm's private wealth practice, has been named one of eprivateclient's 'Top 35 Under 35', for the second year ..

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12 Jul 2017

From Insights

CAPITAL letters - Issue 23

In our first edition after the election, we return to the issue of the disclosure of trusts, as the unstoppable transparency juggernaut continues to roll on.

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12 May 2017

From News

Wealth Briefing European Awards success

Law firm Stephenson Harwood LLP has been named 'Private Client Law Firm' by Wealth Briefing magazine and London-based partner James Quarmby received the 'Private Clien..

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27 Apr 2017

From Insights

Trump’s 2018 budget headlines

With only a few days left before his 100 day anniversary, President Trump announced his 2018 budget proposal yesterday.

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26 Apr 2017

From Insights

CAPITAL letters - Issue 22

After an unseemly rush of re-structuring and de-enveloping, motivated by a government determined to bring in its tax reforms on 6 April, we are now told that most of t..

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21 Apr 2017

From Insights

FCA hot topic: Money laundering

On 18 April, the Financial Conduct Authority published its 2017/2018 Business Plan. The FCA makes it clear that it may start prosecuting firms or individuals for serio..

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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.