Investment structuring

Wealthy individuals and families get plenty of advice on where to invest.

As your lawyers, it’s our role to be objective. We never advise on what investments should be made – only how they should be structured.

Whether you’re considering investing in a business, real estate, a yacht, artwork or a complex financial product, our local and global teams will work together to navigate any cross-border issues, improve your tax efficiency and ensure the investment meets regulatory requirements wherever you or the investment assets are located.

‘It’s a good idea to talk to us before you make investments, because once you sign a contract your hands become somewhat tied,’ advises Jamie McLemore, an experienced member of the US wealth planning team in London. ‘For example, a lot of people don’t know that US real estate is subject to a 40% estate tax if you die. If the property appreciates, you can get a big US income tax bill. There’s no simple answer as to how to fix it, but what we can do is work with a client to find the best trade-off for them and a solution that fits their needs.’

Our global knowledge means we are regularly consulted by people with interests in more than one country. Clients include entrepreneurs, sports stars, entertainment personalities and some of the world’s most successful families.

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Recognition

Ranked in Band 1 for private client for the last 16 years

Leading firm for private wealth

Ranked in top tier for personal tax, trust and probate

UK top 25 private client law firm 2017

Wealth Management - Law Firm of the Year 2017

Meet the team

How the team can help

Track record

Crown Global

We worked with Crown Global to devise the first dual qualified US/UK insurance bond. The policy we advised on is the first insurance policy of its kind on the market which is suitable for individuals who are subject to the US and UK tax systems, such as US citizens living in the UK.

A family partnership

Withers advised a family office when they wished to implement a 'tracking' partnership basis. Our team pooled the family's high-value investments into a single entity structure but allowing each family member to allocate their investments to the assets that suited them best. This tax-efficient structure was tailored to the individual financial needs of each member, their tax status and goals.

Private investment fund

We assisted our client, a European family to establish a private investment fund and investment structure together with a trust holding structure.

Swiss family office

Advised a Swiss family office on the structuring of an investment in UK commercial real estate - our multi-disciplinary team of colleagues with expertise in commercial real estate, corporate law and banking law worked to structure and document the funding arrangements to avoid triggering a taxable remittance to the UK by the principle.

Chilean investment in gold producer

A Chilean client engaged us to advise on their investment in the AIM-listed Brazilian gold producer Serabi Gold.

Russian family relocating

Advised a Russian client on relocating him and his family to the UK in the context of the UK statutory residence test, including advising on managing the tax implications of his role in the business, purchase and use of residential and investment property in the UK and elsewhere (such as appropriate property holding structures) and detailed advice on how to maximize remittance planning techniques with respect to sources of funds generated prior to and after his arrival in the UK.

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