Private Wealth Law
High Net Worth Guide 2024 : London (Firms)
Band 4
Email address
[email protected]Contact number
(020) 7227 7000About
Provided by Broadfield Law UK LLP
The primary focus of the Broadfield UK (formerly BDB Pitmans) Private Wealth Team is on the structuring and transmission of wealth, both in a UK and international context. This includes:
- estate planning, succession law, wills and the administration of estates;
- trusts and foundations, including their formation, administration, accounting, variation and distribution;
- international clients arriving and leaving the UK;
- structuring and co-ordinating the affairs of international families whether or not based in the UK, including the provision of cross-border tax and legal advice;
- structuring of real estate assets, in particular for clients domiciled and/or resident outside the UK;
- advising entrepreneurs at all stages in the life cycle of their business;
- employee benefit trusts;
- advice on ‘disguised remuneration’ arrangements;
- onshore and offshore pension schemes;
- regulatory law, including compliance with an increasing raft of reporting regimes; and
- immigration.
In terms of sectoral expertise, we continue to act for UK and international private clients, their trustees and family offices. Asset classes commonly encountered include commercial interests, public and private company shareholdings, residential and investment property, agricultural and landed estates, heritage property and works of art.
Chambers Review
Broadfield Law UK LLP, formerly known as BDB Pitmans, advises wealthy clients on estate planning, tax and trusts issues, with an international and offshore focus.
Strengths
Provided by Chambers
"Its lawyers look beyond the literal question and answer, and advise on what the specific client really needs to know."
"The firm has consistently provided us with robust and practical advice. Additionally, the team members I have dealt with have a lot of common sense."
"Its lawyers look beyond the literal question and answer, and advise on what the specific client really needs to know."
"The firm has consistently provided us with robust and practical advice. Additionally, the team members I have dealt with have a lot of common sense."
Notable Practitioners
Jonathan Colclough is highlighted for his expertise in cross-border matters, particularly those with a connection to South Africa.
"Jonathan is my go-to for UK tax advice for cross-border clients. He provides clear, practical advice, even on extremely complex issues."
"Jonathan Colclough is very methodical, circumspect in giving the right advice with a deep knowledge, which sets him apart."
"Jonathan stays very much on top of all developments. He is incredibly thorough and knowledgeable, but also very commercially minded, and has a can-do attitude."
Judith Millar advises her clients on complex trust and estate planning matters, often relating to the variation or restructuring of trusts.
Marilyn McKeever advises high net worth clients on offshore trusts and tax matters.
"Marilyn has encyclopaedic knowledge of UK tax issues for cross-border individuals."
"Marilyn is always exceptionally prepared and she understands the systemic nature of UK tax advice."
"Many tax lawyers can research an answer, but there are few gems who understand how such answers fit systemically, and Marilyn is such a gem."