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.

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Group of Private Client lawyers

Key contacts

Photo of Alex Taylor

Alex Taylor

Joint Head of Private Client Team

If you’re ready to make a will, then give me a call – I’ll listen to your needs, and find the best way to make sure your wishes are documented. I always put my clients first – no matter when they have a question, or where they need to meet me, I’m ready and available.

Daniel Curtis

Joint Head of Private Client

Succession planning, wills and inheritance tax may be issues that people delay thinking about, but they are vital both for individuals and trustees. My clients present me with a wide array of problems and I enjoy being able to provide practical solutions for them, having taken the time to get to know them and really understand their objectives.

Meet the team

Our experience

As a top 50 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.

Our pricing information
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.

 

Read issue six of our Nexus magazine

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 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 Six

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

Recognition of our work

Hear what our clients say about us

HCR has an eye for detail and undertakes thorough analysis to ensure that nothing is missed or overlooked. The team has good communication skills and ensures that we are kept updated, whilst also managing our time expectations. They also negotiate well on behalf of their client.

Client testimonial Chambers High Net Worth Guide 2026

HCR Law demonstrates a high level of technical expertise, commercial awareness and attention to detail, particularly on high-value and complex estate planning cases. They are adept at navigating nuanced issues and providing clear, practical advice to both advisers and clients.

Client testimonial Chambers High Net Worth Guide 2026

HCR Law provides expertise, flexibility and local knowledge. They have an excellent track record and take the time to understand complex situations.

Client testimonial Chambers High Net Worth Guide 2026

HCR Law cares. They provide exceptional services while maintaining respect and dignity and they generally want to understand your requirements and give you the best advice. All of the team members have time for you and communicate effectively in the correct manner and timescales.

Client testimonial Chambers High Net Worth Guide 2026

This department is distinguished by its efficient and highly responsive team, who consistently deal with matters in a prompt and professional manner. Communication is clear and timely, which helps ensure that transactions and client matters progress smoothly and without unnecessary delay. A further strength is the breadth of expertise available within the firm. They have well-established departments across a range of disciplines, meaning they are able to deal with whatever matter is presented.

Client testimonial Chambers High Net Worth Guide 2026

The team at HCR Law are very approachable, responsive, highly technical, and empathetic when dealing with vulnerable clients. They are excellent in their field.

Client testimonial Chambers High Net Worth Guide 2026

Can I take the opportunity to thank you for the very professional, kind and personable way in which you have guided us through the whole Will-writing process.

Client testimonial Wills

I am particularly grateful for your insight and guiding-assistance concerning the matter. Notwithstanding our only having just been acquainted through that call, it is without difficulty that I ‘voice’ my commendation and indeed doff at the manifest professionalism and courtesy you displayed (albeit virtually) in discussing the subject matter. With such mannerism and characteristic, re/commending you to others should pose little or no difficulty.

Client testimonial Private client

I cannot thank you enough for what you’ve done this week. I called you for help and you were incredible.

Client testimonial Private client

We were pleased and relived to know matters concerning our wills were being dealt with. Hauke has been patient and knowledgeable at all times. Thank you

Client testimonial Private client

Katie managed to get a successful conclusion to my case. Katie always remained professional and provided me with the correct advice at that time. I would have no hesitation in recommending Katie Maxwell-Stewart for legal representative regarding estate disputes.

Client testimonial Probate dispute

It has truly been a pleasure working with you, and I want to say that your professionalism throughout has been first class. Thank you for being there for me during what has been a difficult journey, and one that has now come to an end. Your support, guidance, and dedication made a real difference, and I am very grateful.

Client testimonial Disputed estate

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