Customer area
London 020 7822 4000
Brighton 01273 838734
Private Wealth
You are here: Home / Private Wealth
searchSearch
call-answerCall Us
new-email-envelopeEnquiry
list-menuMenu
×
×
  • This field is for validation purposes and should be left unchanged.
    • ×

    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
    Headshot of James Wolfson
    James Wolfson
    Solicitor
    Headshot of James Smith
    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
    • Teacher Who Stole Elderly Mother’s Savings Fined

      27th January 2020

      Elderly people may have little choice but to rely on their loved ones to manage their finances. However, that trust may be taken advantage of. In one case, a retired teacher was heavily fined for making unauthorised withdrawals from the joint building society account he held with his frail mother. Continue reading »

    Private Wealth awards
    Private Wealth news
    • Coronavirus Guidance

      18th March 2020

      Healys LLP is monitoring developments concerning Covid-19 to ensure the wellbeing and health of its staff and clients, in line with current guidelines from Public Health England.  Our offices remain open but a number of people are working remotely and we will continue to meet our clients’ needs. In the event we are required to close, we will continue to provide a service as best and practicably as possible. Continue reading »

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