Personal Tax and Trust Compliance

We have one of the largest Private Client teams in the country with a wealth of experience in providing tax advice whether in conjunction with the legal work we undertake or working alongside accountants. We also advise on the legal and tax aspects of estate planning.

Female lawyer smiling at the camera

Meet the team

Our experience

The team regularly advises on a range of personal tax matters including:

  • All aspects of UK income and capital taxation for individuals, trusts and estates
  • Inheritance tax for individuals and trusts
  • Domicile issues
  • Stamp Duty Land Tax and Land Transaction Tax
  • Completion of annual tax returns and general tax compliance for individuals, trusts and estates
  • Completion of CGT returns following a property disposal
  • Advice for UK resident non-doms and foreign nationals
  • UK and international wealth structuring.

How we help our clients

Tax is a key feature of any financial decision that you take as part of your estate planning. Ensuring that you are making tax efficient decisions and maintaining your compliance with UK and international laws is vital.

Our tax and trusts team are here to support you to keep on top of your various tax obligations, in an ever changing and increasingly complicated arena.

We act for individuals living in the UK and other jurisdictions, individuals moving to or from the UK, business owners, landowners and their families, entrepreneurs, academics.

We are part of an international network of law firms and know tax advisors in many foreign jurisdictions who we can refer you to and work alongside.

Our services

Our team continues to be at the forefront of understanding tax issues for high-net-worth individuals, trusts, and families and provides advice to help them meet their objectives and compliance obligations.

Our Private Wealth team advise on UK tax issues affecting UK and non-UK structures and our clients’ estate planning objectives, as well as the associated compliance.

Our lawyers support clients with tax residency issues and UK tax exposure of UK and non-UK structures.

We have a wealth of experience advising on inheritance tax in the context of estate planning, family trusts, agricultural and business property, lifetime gifts, family investment companies, heritage property and post death variations.

Complying with tax laws and regulations that are constantly changing is a challenge. We can help with all of this, from filing your return to tax planning

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

Legal updates and thought leadership

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Recognition of our work

Investors in People

Investors in People

Legal 500 2026 – Top Tier Firm

Legal 500 2026 – Top Tier Firm

Hear what our clients say about us

Beth and Leanne‘s thorough understanding of the legal intricacies and their strategic approach ensured that we were always well-informed and confident throughout the entire process. They were not only our legal representatives but also our pillars of support during this challenging time. Their compassionate and empathetic nature made us feel heard and valued, and their relentless pursuit of justice on our behalf was truly commendable. Thanks to their hard work and perseverance, we can now move forward with peace of mind and financial security. I wholeheartedly recommend Beth and Leanne to anyone in need of exceptional legal representation. They are truly outstanding professionals who go above and beyond for their clients.

Client testimonial Probate dispute

In all my dealings with Sean, I have found him to be exceptionally accurate, detailed and comprehensive with any advice. He is always clear and concise with his advice which is cogent and convincing. He is invariably extremely courteous and inspires complete confidence. He is also a very personable, enthusiastic, and approachable individual.

In summary, I can wholeheartedly recommend Sean Boucher to deal with all relevant legal issues.

Sean Boucher Private client

Harriet has been extremely professional and we are very happy with the service provided.

Client testimonial Private client

Harriet was excellent in her support and professionalism. If I have any problems or things I am not sure on I feel confident in asking Harriet for her honest and clear advice.

Client testimonial Private client

I am currently instructing Kerri Woodrow in an estate where I am one of the executors. I have known Kerri for many years and know her to have excellent knowledge of the issues involved. In addition, Kerri offers very practical advice and has quickly established an excellent working relationship with my co-executor and myself.

Client testimonial Legal 500 2026

Sally Robinson delivers a good client service and is also pragmatic with a technically strong understanding of the law.

Client testimonial Legal 500 2026

The team at Harrison Clark Rickerby naturally and usually delivers above expectations. Having used HCR for a number of years, delivering above expectations should be a tall order, but it seems to me to happen every time. They are skilled at understanding your questions and exploring the depth of the question and your concerns. The advice is clear, concise and full of depth.

Client testimonial Legal 500 2026

Tom Murphy-Kirkhope ensures he understands your aims, interprets them, meets to reinforce that both parties are working on the same page and then delivers. He has an able team who supports this process and who ensure support is never far away.

Client testimonial Legal 500 2026

Claire Pottinger continues to exceed expectations with her knowledge, industry expertise, specialist insights and efficiency. Her diplomacy in a sometimes difficult situation has been exemplary. I don’t know how we would have got through this long and laborious process without her assistance.

Client testimonial Legal 500 2026

Thank you so much for your help with this matter and for being so considerate in maximising time and minimising costs, it’s greatly appreciated. I know these situations can be tricky and ever-evolving from one day to the next, so your thoughtfulness and efforts to keep things efficient really mean a lot.

Client testimonial

Harriet was very helpful, kind, polite, extremely understanding of my wishes, very easy to speak to and therefore my needs and wishes were met.

Client testimonial Private Client

The team…handles a significant amount of agricultural succession planning work, an area that Carmarthen-based partner, Sean Boucher, is particularly skilled.

Legal 500

How can we help you?