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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.

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

Hear what our clients say about us

Lucy has recently drawn up LPAs and wills on behalf of me and my wife Joy.

Throughout she was extremely professional, very personable and explained the unfamiliar complexities of legal jargon in layman’s language, crafted in our best interest.

Lucy is a first class ambassador for your firm and henceforth our default setting for legal assistance. Thank you.

Client Testimonial LPA and Will Drafting

Georgia has been nothing shy of brilliant in terms of keeping me and my brother up to date with all matters – responding efficiently and providing guidance. The work needed to be exceptional and completed professionally and with pace. Georgia delivered that and more.

I value her expertise, she is an asset to the firm and one I will keep in mind for future opportunities.

Client Probate and Land Registry Updates

It has been really reassuring to have your help and professional expertise to take us through the process of resolving the trusts our Dad had set up. You explained everything clearly and enabled us to choose the right solution. You and everyone we engaged with at HCR have consistently been highly professional, caring and supportive.

Client Advice on Trusts

I’ve received a first-class service from HCR’s Private Client team.

I’m exceptionally pleased with the work that has been carried out for me.

Mrs S Estate Administration

I wanted to write and thank you for what you did today. I think you must have the patience of a saint!

I am amazed, to be honest, that you managed to lead this task to a conclusion, I doubted the possibility of it for quite a while!

Client Lasting Power of Attorney

Thank you so much for your helpful advice and for the amazing kindness that you are showing towards me – for which I am so grateful for.

Thank you.

Client Financial abuse

I am so happy with the way in which you handled matters right from the start.

Life is so much easier for me now.

Mr E Lasting Power of Attorney

It’s been a great reassurance to have such expert and reliable help.

Client Older and Vulnerable People

I found Tonina was most approachable and prompt to answer calls.

Client Will, Trusts & Estates

Lauren came to hospital to assist me with getting my will in place. Thank goodness for Lauren, she attended to me with fully drawn-up papers within 24 hours of my instruction, which I was so grateful for as my health was declining fast.

Mrs C Wills & Power of Attorney

I was very impressed with Lauren’s enthusiasm for her work, her professionalism and knowledge of law. She also shows a pragmatism that belies her age. In short, she is a credit to HCR.

Mr K Will, Trusts & Estates

I have never had the pleasure of working with a solicitor so responsive, clear, practical and on top of everything. Thank you for that.

Mr Glynn Probate

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