Private Wealth

For clients who have built a significant assets base, they may face a complex legal and tax landscape. Our experts from across our legal services are on hand to provide specialist legal guidance and support to help individuals, their families, trustees and family offices.

Three lawyers having a private wealth meeting

Key contact

Katherine Hague

  • Partner (TEP), Head of Private Wealth Sector

I take the time to understand my clients’ particular circumstances, their families, their concerns and create tailored and practical solutions to meet their aims. My clients know if they need assistance, they can contact me and even if not within my area of expertise, I will liaise with my colleagues and other professionals to ensure they are well looked after.

Meet the team

Working with you

We understand that our clients have individual goals and priorities when it comes to their private wealth. Our specialists take the time to understand the intricacies of your situation and wealth, offering bespoke solutions to meet your objectives.

Our team holds memberships with industry organisations, such as STEP – for lawyers who specialise in family inheritance and succession planning – and Resolution, for lawyers committed to non-confrontational divorce.

Our Private Wealth lawyers collaborate to provide expert and holistic advice to our clients, drawing on the firm’s cross-sector expertise in areas including private client, family law, agriculture and estates, corporate and charities. We aim to build trusted, long lasting relationships with our clients to assist with often difficult decisions, both from a technical but also personal perspective.

When advising on cross border matters, we liaise with advisors in other jurisdictions to find comprehensive solutions for our clients. We are also a founder member of LawExchange International,  a network of independent law firms around the world.

Who we support

Our private wealth lawyers work with anyone who is looking to protect and manage the succession of their personal wealth – from families and high-net-worth individuals to trustees, business owners, landowners, or senior professionals.

To ensure that the most appropriate structures and processes are being put in place for you, we will work collaboratively with your existing advisors, such as Independent Financial Advisors, wealth managers, accountants, tax advisors, family offices and property agents.

We also regularly work with advisors in different jurisdictions. This collaborative approach ensures for clients with assets in multiple jurisdictions or who are non-UK residents or domiciled, the differing rules regarding property ownership, succession, matrimonial property and tax regimes are factored in, this allows for coherent and workable plans to be put in place to achieve your objectives.

A male and female lawyer having a meeting

What we do

Our services and areas of expertise include wills, estate planning, administration of estates, powers of attorney, trust advice and administration and Grant of Probate applications, contentious trusts and probate and succession planning for businesses owners and related shareholder and partnership issues.

We also deal with Family Investment Companies and complex landed estates and property advice, including private homes. The team have sector-specific expertise in agriculture, renewable energies and agritech and help with management of family reputation and relationships, including mediation services and criminal defence and investigations.

The team will work with you during divorce or protection measures, including for those who have pre-nuptial, post-nuptial and cohabitation agreements. Our assistance also covers immigration and cross border matters and protection of vulnerable family members, including applications for Court of Protection orders.

Legal updates and thought leadership

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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

Recognition of our work

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