Private Client

Nobody likes to imagine a future without a loved one. It’s scary to think about and even harder to talk about, but our wills, trusts and probate lawyers can help ease some of the burden. We draft wills, set up trusts, advise in connection with the mitigation of tax liabilities and administer estates.

Group of Private Client lawyers

Meet the team

Our experience

As a top 60 UK law firm, we are one of the most respected legal firms in the country. We pride ourselves on delivering our legal advice at the highest standard and in a client friendly manner. Our team breaks down difficult to understand structures or complex situations to make them as easy as possible to understand.

Many members of our team hold the Society of Trust and Estate Practitioners qualification and are part of The Association of Lifetime Lawyers. Private family charitable trusts is a growing area of advice and we also help an increasing number of clients to manage international assets.

 

One of our private client team talking to a client in our Cardiff office

Our clients

We help people from all walks of life. Whether you have a simple estate with no inheritance tax implications, or a multimillion-pound estate with lots of complex requirements, we can make sure your wishes are fulfilled. Our expertise is international, so we can help wherever you are.

Managing the legal affairs of others can be complex. We have a specialist team who look after the legal requirements of vulnerable clients, including their capacity to instruct us to act for them.

Through our Wills at Work service, we help companies to remove the complications of will and lasting power of attorney drafting for their staff, providing the employee and the employer with the confidence that their future is planned and considered.

 

Our Private Wealth sector

Clients who have built a significant assets base may face a complex legal and tax landscape. Our experts, who cover a range of legal disciplines, are on hand to provide specialist legal guidance and support to help individuals, their families, trustees and family offices.

Services from our Private Wealth team
Image of woman with a dog for Nexus Magazine Issue 2

Nexus – Protecting your wealth and your future

We understand that managing your legal and tax affairs can be complicated. Keeping yourself up to date with matters which might have an impact on your own circumstances is important and this is why we’ve created Nexus, our brand-new publication for private wealth clients.

Full of articles and insight on wealth protection and planning, Nexus focuses on key issues affecting private individuals with more complex wealth matters.

 

Nexus – Edition two

Recognition of our work

Hear what our clients say about us

Michelle Abbott immediately made us feel at ease straight away. She is very professional, friendly and extremely helpful. Michelle guided us through the process, providing clear and easy to understand information. In preparing and completing wills, her legal knowledge and attention to detail is excellent.

It’s been a pleasure dealing with both you and your company and I would not hesitate in using your services again or recommending you to family and friends. Thank you very much for all you have done for us

Client Testimonial Will Drafting

Good, clear advice always delivered in a considerate, and often kind manner, without delay or need for chasing. A pleasure to deal with.

Client Testimonial Will Dispute

Kerri is a pleasure to deal with. She provides very clear advice and is timely in her actions. She listens, understands and answers clearly. Her knowledge and her empathy have put us all at our ease in dealing with our matter.

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

The Chambers and Partners High Net Worth Guide 2024 said: “Kerri Woodrow is very professional and businesslike.” and “Kerri’s service and client management is very good.”

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

HCR has a good breadth of people and levels of experience.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

Harrison Clark Rickerbys provide clear advice and are happy to answer our many questions. The responses are always very timely, and the language used in correspondence is accurate and understandable.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

HCR are highly professional – they are experts, flexible, easily contactable and very responsive. They give fast replies and accurately too – it is a specialist service.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

HCR are professional and focused on clear and pragmatic explanations without resorting to legalese. They offer clarity, timeliness, efficiency and professionalism.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

The HCR team are technically strong, commercially realistic and sensitive, and very good communicators.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

All the advisers from the various specialist departments have displayed strong experience and expertise in their specific areas.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

They have an excellent ability to provide advice in all relevant fields.

Client Testimonial Chambers and Partners High Net Worth Guide 2024

Laura Banks has a very high level of technical knowledge and is able to deal with sophisticated and difficult cases in a very efficient way, but always with client needs at the forefront of her work.

Client Testimonial The Chambers and Partners High Net Worth Guide 2024

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