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Private Wealth

SECURING YOUR ASSETS FOR THE FUTURE

The protection of the wealth you have accumulated over your life is critical to later planning.

Whether you are a private individual, professional, entrepreneur, or someone who has inherited wealth, Healys will be able to help you with all UK and international legal issues.

Healys are specialists in numerous areas of Private Wealth work, varying from advising internationally mobile high-net-worth clients with UK connections on their estate planning, to administering estates, obtaining probate, preparing declarations of trust in relation to property, deeds of variation in connection with wills, powers of attorney, and overseeing general personal and financial affairs (particularly for the elderly).

We offer advice on potential tax- saving devices and financial planning. We have also a list of selected business contacts from independent financial advisors, accountants and wealth managers to assist you.

Healys knows the value of the personal service that we provide our clients. We have friendly, approachable staff and ensure our clients receive the best advice. Healys Solicitors endeavours to make the planning to protect and increase our clients’ wealth holistic, complementing personal and family aspirations, business succession planning requirements and other related wealth management strategies.

For more information on our services or to have a free consultation please contact one of the team on 020 7822 4000 / 01273 685 888 or email privatewealth@healys.com

Call Us Today
Call our London office on 020 7822 4000 or our Brighton office on 01273 838734. You can also contact us online.
Call Us Today
London: 020 7822 4000 Brighton: 01273 838734 Or you can contact us online: Contact Us
Key Contacts
James Wolfson
Solicitor
James Smith
Tax Consultant
Meet the team
Private Wealth capabilities
Private Wealth experiences
  • Inheritance tax and offshore estate planning advice in the context of a foreign domiciled businessman having disposed of his UK business to international purchasers and claiming UK entrepreneur’s relief on the gain for capital gains tax
  • Advice to South American clients to acquire a London residential property structured to avoid inheritance tax, capital gains tax and annual tax on enveloped dwellings and restructure of UK investment properties through an offshore structure to avoid inheritance tax
  • Advice regarding creation of offshore trust for UK family of Italian parents consequent upon tax disclosures between Italy and Switzerland in relation to family investments held in Switzerland
  • Co-ordinate international offshore structures for wealthy South African family whose members have moved to the Australia, the US and Canada
  • Co-ordinate the offshore structuring for the international textile business of a wealthy Indian family, including licensing of international brands, repatriation of a particular brand to India with a view to Indian listing, and international development of another well known fashion brand involving offshore holding and licensing entities
  • Advice regarding divestment of US investor in a South African food conglomerate, restructure of existing Jersey trust structures involving Dutch “Co-op” and Antilles holding structure, and disposal of part of the South African business under the Black Economic Empowerment (BEE) programme
  • Advice relative to a number of US foreign grantor trusts for heads of families with children and relatives in the US to avoid US tax on income, future “step- up” basis to avoid tax on historical gains and tie in with US family perpetual trust and estate planning
  • Advice regarding a purpose trust structure to hold resort properties in Thailand as part of commercial joint venture holiday concept similar to timeshare for UK and US joint venture partners
  • Advice relative to restructure and rationalisation of Jersey trusts for Singaporean high net worth family with a view to creation of private trust company/ family office structure
  • Working with US tax lawyers to interpose a purpose trust structure holding a finance company between existing Jersey Trust and US trust structures requiring funding to develop US shopping complexes and commercial property
  • Advice relating to the creation of unitised property trusts in Jersey (JPUT) and Guernsey (GPUT) for international commercial property investments in the UK
Private Wealth insights
  • Summary Of Healys Private Wealth Seminar

    10th May 2017

    On Wednesday 26 April 2017, Healys’ Private Wealth team presented an update on all the changes that have been implemented or planned for 2017 that affect the protection of wealth to a private audience consisting of a number of professionals.

    Continue reading »

Private Wealth awards
Private Wealth news
  • Healys is attending MIPIM, Will you be there?

    7th February 2019

    The 30th anniversary of MIPIM is just around the corner, and once again Healys will be attending. This year our team will be joining the Egypt Delegation, and will be based in The Palais Des Festivals. Held between the 12th and the 15th of March in Cannes, MIPIM is the largest real estate networking event in the property calendar. This year there are expected to be 24,000 delegates from over 100 countries, and three distinct teams from Healys will be attending the 4 day event. Continue reading »

Call Us Today
London: 020 7822 4000 Brighton: 01273 838734 Or you can contact us online: Contact Us
Private Wealth