Private Wealth Law
High Net Worth Guide 2024 : London (Firms)
Band 4
About
Provided by Fladgate LLP
Fladgate’s private wealth team specialises in advising on all aspects of wealth structuring and wealth transfer. We support high net worth individuals and families, both in the UK and internationally, in identifying and then implementing the arrangements that best suit their individual needs.
Our team helps our clients to manage and protect their privately held wealth. Typically this takes the form of planning during their lifetime and also planning to take effect after their death. We provide bespoke solutions across the full range of private wealth issues, including complex tax issues, succession, asset protection and private wealth management.
Our clients include some of the wealthiest families in the UK and across the globe including over 80 family offices as well as entrepreneurs, where an understanding of how business interacts with a client’s private wealth and objectives is required.
We are well placed to assist individuals who, through their wealth or family connections, have links to the UK or who are moving to or from the UK and need advice on immigration (including investor and entrepreneur visas), family, and matrimonial matters.
Chambers Review
Fladgate advises high net worth clients on issues relating to taxation, trusts, estate planning, structuring and investments.
Strengths
Provided by Chambers
"The team is very good at relationship building with wealthy families and managing all the dynamics involved. It has a straightforward approach and is good at making the complex understandable."
"Fladgate provided sophisticated services in matters involving laws of multiple jurisdictions. Its lawyers provided exceptional Inheritance Tax and estate planning counsel when called upon."
"Fladgate has the expertise to deal with the needs of high net worth international individuals. It has experienced partners, backed by associates who take a pragmatic approach to issues that arise."
"All the partners that I have dealt with have been extremely knowledgeable on the subject matter and guidance has been clear and concise. The communication and responsiveness has also been efficient."
"Given the swiftness of responses and follow ups, I believe there is a good support system at Fladgate. The administration process was also seamless and well organised."
"The team is very good at relationship building with wealthy families and managing all the dynamics involved. It has a straightforward approach and is good at making the complex understandable."
"Fladgate provided sophisticated services in matters involving laws of multiple jurisdictions. Its lawyers provided exceptional Inheritance Tax and estate planning counsel when called upon."
"Fladgate has the expertise to deal with the needs of high net worth international individuals. It has experienced partners, backed by associates who take a pragmatic approach to issues that arise."
"All the partners that I have dealt with have been extremely knowledgeable on the subject matter and guidance has been clear and concise. The communication and responsiveness has also been efficient."
"Given the swiftness of responses and follow ups, I believe there is a good support system at Fladgate. The administration process was also seamless and well organised."
Notable Practitioners
Jonathan Riley advises his clients on private wealth matters including estate and succession planning, as well as trusts and tax compliance.
"Jonathan is a safe pair of hands. He is very pragmatic, approachable and gives very clear and sound advice."
"Jonathan Riley is efficient, responsive and proactive. He ensures all needs and concerns are promptly addressed."
"Jonathan is pragmatic, gets straight to the point, is client-focused and solution-oriented. He is also easy to deal with and tends to understand the wider picture."
Helena Luckhurst advises her clients on a range of different matters in private wealth, covering succession planning, wealth structuring and estate administration.
"Helena Fladgate delivers responsive, professional service and has the expertise to address complex cross-border tax and estate planning needs."
"She understands the details but does not lose sight of the client's main objectives to ensure that results are achieved efficiently."
"Helena is extremely experienced in estate and succession planning. She's brilliant."
Ekaterina Vagner advises high net worth clients on a broad range of matters in private wealth, including family offices, trusts and succession planning. She is a native Russian speaker and noted for her work with Russian-speaking clients.
Ranked Individuals at
Fladgate LLP
London (Firms)