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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Hear what our clients say about us

Very efficient, all went well.

Client testimonial

I was most impressed by Harriet. She always displayed a high degree of competence and professionalism. It was always a pleasure dealing with her and I would have no hesitation In recommending her to others

Client testimonial

Harriet and her colleague, Paris, were hugely personable and very professional in all dealings regarding re-writing our Wills. We will happily use HCR again.

Client testimonial

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 Dispute

I cannot express enough gratitude for the exceptional service provided by Beth and Leanne at HCR Law.

Over the past two years, they have represented me, my mother, and my brother with unwavering dedication and professionalism. Their expertise and commitment were instrumental in enabling us to secure our rightful inheritance from the executor of my stepfather’s estate, who had been stalling the process.

Client testimonial Probate dispute

Your expertise and advice has been invaluable and a great service to me, and is really appreciated. I will gladly recommend you to anybody, without hesitation.

Client testimonial

Newly hired partner Lisa Millington is recommended for trusts involving landed estates.

Legal 500 2025 Private Client – Cambridge

Led by Daniel Curtis, who frequently acts for clients with foreign property or who are domiciled abroad, the practice provides ‘personal service and a knowledge base that is second to none’.

Legal 500 2025 Private Client – Cambridge

HCR Law ‘is a powerhouse for family work in the Midlands’.

Legal 500 2025 Private Client – Hereford

The Legal 500 2025 said “HCR Law’s ‘highly professional’ (Private Client) practice ‘adopts a very professional approach but manages to combine it with a personal touch which is very much in evidence with the practical advice’” and that they are “a go-to name for inheritance tax planning advice and handles trust reorganisations and administrations at a domestic and global level”.

The Legal 500 2025 Private Client

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

How can we help you?