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Financial services and wealth management

We help individuals and companies worldwide to open bank accounts, mortgage properties, manage their wealth and plan their financial matters.

We offer support to individuals and companies in the UK and worldwide in banking, mortgage and estate planning matters. Individuals can use our services to open bank accounts in British and European banks, take up a mortgage to buy their first home or re-mortgage, as well as prepare their inheritance and succession plans. We help companies open bank accounts faster and with a high success rate. Management of intellectual property and reorganisation of family business are other areas of expertise of Imperial & Legal.


Our team works with major retail and private banks in providing accounts for both individual and corporate clients. We will recommend the best solution for your personal and business needs. Providing required documents, such as a valid ID and a proof of address, is not always enough to get a bank account. We know all the pitfalls, filters and requirements of UK and other European banks. We will guide you through the whole application process and accompany to a meeting with a bank manager. You can also instruct us to manage your account on your behalf.


You have been running a business for a long time and you want somebody to take care of it when you retire, be it your family member or a third party you trust? You have acquired wealth that you want to preserve and protect for future generations? We will help you prepare effective succession and inheritance plans with focus on tax and other matters. Our value also lies in working out and implementing financial and taxation schemes to multiply your personal wealth and corporate revenues. Your business and your family are in safe hands.


If your family has been running a business for generations and intends to do so for many more, you will need to restructure and reorganise it at some point. Irrespective of why you will need, death of a family member, financial issues, mal-governance, etc., restructuring is a good way to improve business efficiency and reflect the latest trends. Avoid unnecessary stress and waste of money by seeking professional advice. We have been resolving issues of family-owned business for many years, and we know what’s involved in making your company strong.


The importance of properly managing and protecting unique intangible assets cannot be overestimated. That is why it is essential to have an IP strategy in place on how to use, monitor and protect them. We will recommend in which jurisdictions you should develop and maintain your IP to make use of favourable taxation and better legal environment. We will register elements of your intellectual property, work out an IP strategy and keep updating it when need arises to ensure it complies with all current rules and regulations.


Based on your situation and requirements, we can recommend an ideal solution for first-time buyers and home owners, whether a short-term loan or a long-term commitment, and the best way to repay your mortgage. We make sure you understand what Bank of England Base and LIBOR rates are and how you can use them to your benefit. Assessing your affordability and having a high credit rating is important for obtaining better mortgage terms. Our experts will provide detailed advice and help you make an informed decision.


Looking for financial and wealth management experts?

We have been offering tailored wealth management solutions to clients for many years. Contact us today to secure your tomorrow.