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.

"The ‘slick’ group routinely advises high-net-worth clients on a broad range of contentious trusts and probate matters."

The Legal 500 UK 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

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

11 Nov 2019

From Insights

CAPITAL talk – private wealth in a podcast

CAPITAL talk – private wealth in a podcast; hosted by James Quarmby, who examines the important topical issues facing the private wealth industry by way of searching i..

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14 Oct 2019

From Insights

A wealth of advice - October 2019

There is a distinctive turn of events on the ground here in the UAE and GCC; what one predicted to be a quiet, sultry summer, certainly was not!

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25 Jun 2019

From Insights

A wealth of advice - June 2019 - The wonderful world of the DIFC Wills & Probate Registry - Revised Rules June 2019

With effect from 30 June 2019, any Wills executed in accordance with the newly amended DIFC Wills & Probate Registry Rules (”Rules”), shall now be able to include asse..

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24 Jun 2019

From Insights

CAPITAL letters - Issue 30

Back in the early 1970s all the men were wearing flares and sporting sideburns and the Labour Chancellor, Denis Healey, in his 1974 budget speech, declared that “nothi..

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14 Jun 2019

From Insights

A wealth of advice - June 2019

An update on the current UAE Foundations regimes; the DIFC Foundation based upon the DIFC Foundations Law 2018 and the ADGM Foundation based upon the Foundations Regul..

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14 Jun 2019

From Insights

Q&A with the DIFC on the DIFC Foundation

In an attempt to clarify matters for everyone in the private wealth community, here are the written responses received from the DIFC itself, to questions that many hav..

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03 Jun 2019

From News

Success at WealthBriefingAsia Awards 2019

Law firm Stephenson Harwood has been named winner of ‘Private Client Categories – Estate Planning: Greater China’, and also won the 'Excellence in servicing North Amer..

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17 May 2019

From News

Success at The Magic Circle Awards 2019

Law firm Stephenson Harwood LLP has won the 'Law Firm of the Year - London' award, and London-based partner James Quarmby has won the 'Lawyer of the Year' award at The..

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16 Apr 2019

From News

Wealth Briefing European Awards success 2019

​Law firm Stephenson Harwood LLP has been named 'Private Client Law Firm' for the third year running, and London-based partner James Quarmby has won the 'outstanding c..

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22 Mar 2019

From News

Stephenson Harwood wins 'Private Client Firm of the Year' award at Asia Legal Awards 2019

Law firm Stephenson Harwood LLP has been named 'Private Client Firm of the Year' at the Asia Legal Awards 2019.

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13 Feb 2019

From Insights

CAPITAL letters - Issue 29

Welcome to the first CAPITAL letters of 2019 – a year which promises, for our UK readers, much uncertainty.

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06 Feb 2019

From Insights

A wealth of advice - February 2019

Welcome to the first issue of 'A wealth of advice' - Stephenson Harwood Middle East’s LLP private wealth newsletter.

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24 Jan 2019

From News

Stephenson Harwood wins Citywealth IFC Award

Law firm Stephenson Harwood LLP has won the 'Law firm of the Year – Asia' award at the Citywealth International Financial Centre (IFC) Awards 2019.

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29 Nov 2018

From News

Emily Osborne named rising star at Chambers HNW Awards

Stephenson Harwood partner Emily Osborne, a member of the firm's private wealth practice, has been named 'Rising Star of the Year' at the Chambers High Net Worth (HNW)..

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09 Nov 2018

From News

Citywealth's Future Leaders Awards success for private wealth trio

Lawyers from Stephenson Harwood LLP's global private wealth team have collected three awards at Citywealth's Future Leaders Awards 2018.

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08 Nov 2018

From News

Stephenson Harwood crowned International Legal Team of the Year at STEP Private Client Awards

Law firm Stephenson Harwood LLP has won the 'International Legal Team of the Year' (large firm) category at the STEP Private Client Awards 2018.

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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.