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.

"They're an excellent team, the quality is excellent, they have strength in depth. They have an international litigation team so they have that expertise too."

Chambers HNW Guide 2019

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

Kevin Lee Partner

T:  +852 2533 2843
M:  Email Kevin | Vcard Office:  Hong Kong

Lawyer

Jenny McKeown Practice group leader

T:  +44 20 7809 2172
M:  Email Jenny | Vcard Office:  London

Lawyer

Emily Osborne Partner

T:  +44 20 7809 2433
M:  +44 7525 896 899 Email Emily | Vcard Office:  London

Lawyer

James Quarmby Partner

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

Latest news & insights

22 Jul 2022

From News

Success at Chambers High Net Worth Awards

Law firm Stephenson Harwood LLP has won the 'Private Client Team of the Year' award at the Chambers High Net Worth Awards 2022.

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15 Jul 2022

From Insights

Sanctions: UK to introduce new sanctions targeting Russian connected trusts

Following the EU's introduction of sanctions against EU trust and company service providers ("TCSPs") in May 2022, the UK government has now announced that it will fol..

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24 Jun 2022

From Insights

"Common Prosperity" In China: What does it mean for philanthropy 浅谈“共同富裕”与中国公益事业

Since the announcement of the "Common Prosperity" policy in China we have seen billions donated by the country's leading entrepreneurs.

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06 Jun 2022

From News

Stephenson Harwood wins at WealthBriefingAsia Awards 2022

Law firm Stephenson Harwood LLP has won two awards – 'Estate Planning (Southeast Asia)' and 'Estate Planning (Greater China)' – at the WealthBriefingAsia Awards 2022.

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13 Apr 2022

From Insights

Changes to eligibility requirements for key tax incentives

On 11 April 2022, the Monetary Authority of Singapore announced that it has updated the conditions required for fund vehicles managed, or advised directly, by family o..

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07 Apr 2022

From News

Stephenson Harwood wins two awards at WealthBriefingAsia Greater China Awards 2022

Law firm Stephenson Harwood LLP has won two awards – the 'Governance Service for Families' and the 'Excellence in Servicing North American Clients' awards – at the Wea..

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18 Mar 2022

From News

Renowned private wealth specialist Jonathan Conder to join Stephenson Harwood as partner from Macfarlanes

Law firm Stephenson Harwood LLP is strengthening its global private wealth practice with the addition of Jonathan Conder. He will join as a partner based in the firm's..

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26 Jan 2022

From News

James Quarmby named one of 2022 eprivateclient 50 most influential advisers

Stephenson Harwood partner and head of private wealth, James Quarmby, has been named one of the '50 Most Influential' advisers in 2021 by eprivateclient, for the seven..

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18 Jan 2022

From Insights

Family offices and tax incentives

Singapore has established itself as one of the leading wealth management and private banking centres globally and in Asia. With sound financial regulation, strong rule..

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14 Jan 2022

From Insights

CAPITAL letters - Issue 32

What does Judy Garland, a mysterious envelope and Tinder have to do with digital estate planning?

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01 Oct 2021

From News

Success in Spear's Magazine's 2021 rankings

Members of Stephenson Harwood's employment, pensions and private wealth team have been recognised in Spear's Magazine's 2021 rankings for the best tax and contentious ..

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27 Sep 2021

From News

Stephenson Harwood builds on private wealth practice in Singapore with arrival of Suzanne Johnston as partner

Law firm Stephenson Harwood LLP has strengthened its international private wealth capabilities with the arrival of partner Suzanne Johnston in the firm's Singapore off..

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18 Jun 2021

From News

Success at the WealthBriefingAsia Awards 2021

Stephenson Harwood partner Kevin Lee has won the ‘Leading Individual (Advisor)’ award at the WealthBriefingAsia Awards 2021.

More

21 May 2021

From News

Stephenson Harwood wins at WealthBriefing European Awards 2021

Law firm Stephenson Harwood LLP has been named 'Private Client Law Firm' for the fifth consecutive year at the WealthBriefing European Awards.

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07 May 2021

From News

Kevin Lee named Private Client Lawyer of the Year at ASLA Awards

Stephenson Harwood partner Kevin Lee has been named ‘Private Client Lawyer of the Year’ at The Asia Legal Awards (ASLA) 2021.

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04 May 2021

From News

Private wealth specialist Michael Rutili joins Stephenson Harwood as partner

Law firm Stephenson Harwood LLP has strengthened its private wealth practice with the addition of Michael Rutili. He joins as a partner based in the firm's London offi..

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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.