Private Wealth

The Brecher Private Wealth team advise on all aspects of asset protection, wealth, succession and tax planning for individuals, families, trustees, owner-managed business, family offices, estates and charities. Our clients may be based in the UK, but a significant number may be resident or domiciled in other jurisdictions, or have international aspects to their affairs. Our team will work with the client to meet their objectives in the most practical and efficient way, working with the wider multi-specialist teams within the firm and our extensive professional and international contacts where appropriate

Our core areas of expertise include:

  • Succession planning
  • Strategic tax planning
  • Wealth structuring (including trusts, foundations, Family Investment Companies, and other structures)
  • Family business governance and succession
  • Inheritance tax, Capital gains tax, and Income tax
  • Annual Tax on Enveloped Dwellings and Stamp Duty Land Tax
  • Asset protection
  • Wills and Powers of attorney
  • Domestic and cross-border estate administration
  • Trust and estate disputes
  • Trust planning (UK and offshore)
  • Succession and estate advice for non-UK jurisdictions
  • Domicile reviews (including deemed domicile status)
  • Residence reviews and planning (including dual residency and tax treatment)
  • Inheritance tax planning for offshore assets with non-domiciled and offshore structures
  • Philanthropy
  • Probate