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Wealth structuring

How you choose to own and hold your wealth is vitally important and will need to continue to evolve as your life, and your family’s lives progress.  The structures that you create or amend will be driven by many things that are personal to you, your family, your businesses and your assets.  Overarching concerns will usually be:

  • the ability to manage your wealth and do so tax efficiently;
  • asset protection; and
  • succession

Structuring for the purposes of wealth management will look different from person to person, and is dependent on many factors. We will work with you from the outset to understand the nature of your life, what’s important to you and your family, and what your ultimate goals and ambitions are. Once we have identified these, we will provide you with a multi-disciplined team. You will never be bound by one lawyer’s expertise, and will instead have access to a range of experts, drawing deeply from our firm’s resources.

We can work with you to build bespoke funds and other investment vehicles to help you pool the wealth of your family, friends and co-investors.  These will be tailored to whether the fund is needed for a specific investment, a mechanism for control of a portfolio of investments, tax efficiency or all of the above.  These bespoke vehicles also compliment planning with more traditional succession structures, such as trusts, and we can make sure everything runs smoothly in unison.

How you structure property /real estate ownership, whether it be your homes, commercial or residential portfolios or rural estates, will also vary depending on your fiscal and personal circumstances and the specific property in question.  Whether you are looking to understand the ownership of your family home, invest in UK property from another country or hold and manage a real estate portfolio, we can build a bespoke structure for you that balances the legal specifics of the properties with corporate or personal ownership requirements and tax efficiency.

More unusual assets may need their own distinct structures. Here, the driving force will be different in every case. Whatever the asset – from tax efficient trusts for your art (recently acquired or inherited), to managing, maintaining and protect your yacht or plane – the Cripps Life team can help you choose the most suitable structures on a case-by-case basis.

A key element to any structure designed to hold wealth is asset protection, which ensures that your wealth is protected for future generations and not vulnerable to political change or instability (whether in the UK or elsewhere).  Succession and wealth structuring are inevitably entwined and when we work with you on one, we will ensure that it complements – rather than adversely affects – the other.

Areas where we can help:

  • Family Investment Companies and Partnerships
  • Funds
  • Luxury Assets
  • Tax structuring
  • Wills and Trusts

Key contacts

Looking for something else?

If you have questions we haven’t answered here, please contact one of the team for a no-obligation, initial conversation and we can take the first step in achieving your goals.