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LEGAL ADVISORY

We can advise you on a range of legal matters from due diligence and reporting, share sale and purchase agreements, restructurings, succession and trust planning, fund structures, financing documents and joint venture agreements. On particularly large scale, cross border or complex projects we are able quickly to assemble experienced legal specialists who often work as part of a multi-disciplinary team.

 

In relation to your businesses and asset holding structures we can advise on the appropriate governance, optimal tax structure and risk management of your assets. We can also ensure that relevant compliance is met whether in relation to opening a new bank account for a client or facilitating the onboarding process with external advisers and managers.

 

The protection and exploitation of Intellectual Property Rights is critical to many of our clients businesses. We can advise on how Intellectual Property Rights should be held, licensed and protected.

CASE STUDIES

We acted for a UK IT company looking for advice on the optimum holding structure from a tax and IP perspective. We advised on how to streamline the structure and recommended the disposal of non-core assets. In addition, we identified issues surrounding the way in which shareholders should hold their shares and recommended structural improvements. We also reviewed and advised on their software licensing contracts.

 

We have advised a significant Middle Eastern family on the restructuring of their assets in Europe, resolving a significant dispute with a minority shareholder as part of the restructuring and packaged the assets in a new vehicle that was able to raise capital.

 

We have advised a client on restructuring his family trust, as it related to settlor and protector provisions, in order to avoid public disclosure of family names and which would otherwise have been disclosable on account of the disclosure obligations under the People of Significant Control Register.

 

We have advised a Russian private equity firm on enforcing their creditor rights as it related to their investment in a UK technology company and specifically reviewed certain loan and security documentation.

© 2020 Lucrum Wealth Partners: Lucrum Wealth Partners is a trading name of Lucrum Wealth Partners Ltd. Lucrum Wealth Partners is a limited company incorporated in England & Wales whose registered number is 09530945 and whose VAT number is 210579428. The registered office of the company is at Friary Court, 65 Crutched Friars, London EC3N 2AE, United Kingdom. Any personal information you may provide to us in response to this site may be retained to fulfil our legal and regulatory requirements, and to provide you with the services you have requested; such information will be subject to confidentiality requirements imposed on our employees. All Rights Reserved.

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