Specialist Practice Areas

We provide specialist Company Secretarial and governance support for Family Investment Companies (FICs), advising families and their professional advisers on the establishment and ongoing administration of family wealth vehicles.

Family Investment Companies often involve bespoke ownership arrangements and tailored governance structures. Our role is to ensure these companies are incorporated, structured and maintained in a way that accurately reflects family objectives, while remaining compliant with UK company law.

Our services include:

• Incorporation of Family Investment Companies limited by shares, including UK market entry support where required.
• Advice on appropriate share classes, including growth, income, voting and non‑voting shares
• UK legal structure advice for family wealth vehicles, working alongside tax and private wealth advisers
• Adoption of bespoke articles of association, drafted to reflect family governance, control and succession arrangements
• Drafting initial board and shareholder resolutions and setting up corporate decision‑making frameworks
• Creation and ongoing maintenance of statutory registers, together with required Companies House filings.

We support Family Investment Companies throughout their lifecycle, ensuring governance remains practical, proportionate and capable of evolving as family arrangements change over time.

As an Assured Agent, we assist overseas entities with registration and ongoing compliance on the UK Register of Overseas Entities. We verify beneficial ownership information and submit filings to Companies House, ensuring compliance with statutory transparency requirements and seamless coordination with UK property transactions.

Our services include:

• Advising on whether an overseas entity is required to register
• Verification and submission as an Assured Agent
• Registration of overseas entities on the ROE
• Identification and verification of beneficial owners and managing officers
• Ongoing compliance support, including annual updating statements
• Correction of inaccurate or historic ROE filings
• Coordination with property transactions, lenders and other advisers

This service is particularly relevant for:

• Overseas companies acquiring or holding UK real estate
• International groups with UK property portfolios
• Investors, funds and institutional asset holders
• Trustees and nominee arrangements involving UK land

Our overseas entity services are delivered seamlessly alongside our Company Secretarial, ACSP identity verification and corporate governance support, providing clients with a single, integrated compliance solution.

Our Company Secretarial team provides specialist governance and compliance support to residents’ property management companies, working closely with developers, managing agents and residents to ensure the smooth operation of management structures throughout the lifecycle of a development.

Pre‑Handover Support (Developer Stage)

We advise developers on the establishment and structuring of residents’ management companies, ensuring that the entity is incorporated and governed in a manner appropriate to the specific development and long‑term management requirements.

This includes:

• Incorporation of residents’ property management companies
• Adoption of appropriate constitutional documents
• Creation of statutory registers and corporate records

Developer‑to‑Residents Handover

We support the orderly handover of control from the developer to the residents, ensuring that governance and statutory requirements are properly addressed. This includes:

• Appointment of new resident directors
• Transfer of common parts to the management company
• Updating membership or shareholdings to reflect property ownership

Ongoing Residents’ Management Services

Following handover, we provide ongoing Company Secretarial support to residents’ management companies, including acting as registered office and assisting directors with corporate and governance queries arising during the management of the property.

Our services include:

• Acting as registered office
• Maintenance of statutory registers and records
• Director appointments and resignations
• Responding to enquiries from prospective purchasers
• Registration of share or membership transfers following property sales

We advise charities and not‑for‑profit organisations on corporate governance, constitutional compliance and statutory obligations, ensuring alignment with sector‑specific regulatory requirements and best practice.

Our services include:

• Charity incorporation and structuring
• Charity Commission filings
• Trustee appointments and duties
• Constitutional amendments
• Governance reviews aligned to the Charity Governance Code

We support international groups and overseas businesses operating in the UK, providing Company Secretarial and governance advice tailored to UK legal and regulatory requirements.

Our experience includes advising on governance structures that align UK subsidiaries or establishments with overseas parent entities while ensuring local compliance.

Our services include:

• Governance support for overseas companies operating in the UK
• Formation and ongoing support of UK subsidiaries
• Parent–subsidiary governance alignment
• UK compliance obligations for overseas directors
• PSC identification, ownership structuring and statutory reporting

We advise CICs and social enterprises on incorporation, constitutional compliance and governance structures aligned with both regulatory and commercial objectives.

We provide Company Secretarial and governance support to private equity and fund portfolio companies, assisting with board governance, investor rights, reserved matters, reporting obligations and ongoing statutory compliance.

We provide flexible Company Secretarial and corporate governance support to in‑house legal and company secretarial teams, acting as an extension of internal resources where additional capacity or specialist expertise is required.

Our support includes end‑to‑end Company Secretarial and governance assistance, such as:

• Day‑to‑day and overflow Company Secretarial assistance
• Technical guidance on UK company law and governance requirements
• Support with transactions, restructurings and one‑off corporate projects
• Preparation and review of board and shareholder documentation
• Statutory registers maintenance and Companies House filings
• Governance support during periods of growth, investment or change