Three lawyers having a private wealth meeting

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.

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.

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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.

Services from our Private Wealth team

Legal updates and thought leadership

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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

Recognition of our work

Cambridge Law Society Private Client Services Team of the Year

Cambridge Law Society Private Client Services Team of the Year
Investors in People

Investors in People

Recommended for Quality

Recommended for Quality

The Times – Best Law Firms 2024 (Private Client)

The Times – Best Law Firms 2024 (Private Client)

How can we help you?

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