Private Client

Nobody likes to imagine a future without a loved one. It’s scary to think about and even harder to talk about, but our wills, trusts and probate lawyers can help ease some of the burden. We make wills, set up trusts, mitigate tax liabilities and administer estates, and no matter your current life situation, we’ll ensure your family’s future is protected.

What happens if I die without making a will?

Depending on your circumstances, it could not only leave your family and loved ones with lots of additional stress, but it could also result in your wishes not being carried out as you want. Don’t leave it to chance – put a will in place as soon as you can.

If I transfer my house to my children now but still live in it, does it mean I won’t have to pay tax or nursing home fees?

Unfortunately, it doesn’t quite work that way. Every person is different, so it’s best to get in touch with us to see how we can help you reduce your inheritance tax ethically.

Will my attorneys under a lasting power of attorney (LPA) or enduring power of attorney (EPA) have authority to deal with my estate after my death?

No, they won’t. The authority given to attorneys under an LPA/EPA falls away upon death, and it’s then up to your personal representatives to deal with how your estate is administered.

Alex Taylor
Daniel Curtis

Alex Taylor, Joint Head of Private Client Team

Private Client

Direct Dial: +44 3301 075 966
Mobile: +44 7725 242 595

email me LinkedIn profile

Daniel Curtis, Joint Head of Private Client

Private Client

Direct Dial: +44 1223 532 748
Mobile: +44 7769 217 795

email me LinkedIn profile

KEY CONTACTS

Whole Team

Endorsements & Awards

The Times – Best Law Firms 2024 (Private Client)

Cambridge Law Society Private Client Services Team of the Year

Our Experience

We’re one of the most respected legal firms in the country, and we particularly excel in looking after older and vulnerable clients. We’re always happy to meet you where it suits you best so we can discuss your needs in a place you feel comfortable in, and we’ll do whatever it takes to ensure your will is up to date – in one instance, we updated a hospitalised client’s will within 24 hours and delivered it to his bedside.

Many members of our team hold Society of Trusts and Estates Practitioners qualifications, and are part of Solicitors for the Elderly. We also act for a number of private family charitable trusts, an area that is constantly growing. We are experienced in helping clients to manage international assets.

Legal 500 – A very knowledgeable team with a broad range of specialisms”

Our Clients

We’re proud to help people from all walks of life – whether you have a small estate with no inheritance tax implications, or a multimillion-pound estate with lots of complex requirements, we can make sure your wishes are fulfilled. Our expertise is international, so we can help wherever you are.

Through our Wills at Work service, we help companies like Oracle, Jelf and Ecclesiastical Insurance to remove the complications of will writing for their staff, providing the employee and the employer with the confidence that their future is planned and considered.

Read the latest news from the Private Client team.

Company shares passed on through discretionary trust

Shares in a company can be a valuable asset to pass on – but it’s important that the people you pass shares on to know what to do with them. A client of Partner Laura Banks’ wanted to gift his shares in a valuable private company to his children but also to control what the children did with those shares. Laura advised the client to set up a discretionary trust for the family, with the client being the first named trustee. The trust then received the shares.

view full case study

How can we help you?

Hear what our clients say about our Private Client Service

Legal 500 2024 - Private Client

‘Overall a very competent service. Everything has been done efficiently with a personal touch’ ‘What makes them diffe...

Read full testimonial→

Financial abuse stopped following Senior Associate’s knowhow

Financial abuse can take place in a variety of ways. When a woman’s sisters were mismanaging h...

Read full testimonial→

Testimonial after lasting Power of Attorney provides help with managing affairs

Being physically disabled led Mr E to contact Private Client Senior Associate Lauren McGurk for help with...

Read full testimonial→

Understanding and expertise during estate administration leads to testimonial

The administration of an estate can be difficult at the best of times – particularly so if it’s a...

Read full testimonial→

Advice on probate, restructuring trust and altering will lead to testimonial

When Mr D’s wife died in 2021 he required help with getting probate for her estate. He t...

Read full testimonial→

Guidance across three issues leads to testimonial for Private Client Associate

Mrs T required help with three separate issues over a number of years relating to administering her...

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“Expert and reliable help” – praise for Private Client Partner following creation of trust

Tonina Ashby, Partner and Notary Public in the Private Client team, was recently contacted to help advise...

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Will update leads to testimonial for Private Client Partner

When her client looked to update her will, a local Financial Adviser contacted Private Client Partner and...

Read full testimonial→

“Highly professional, caring and supportive” – heartfelt testimonial for Private Client lawyer

When two sisters needed support and advice with their father’s trusts, they turned to Nia Griffiths, a...

Read full testimonial→

“A first-class service” – estate administration assistance leads to testimonial

Mrs S recently required urgent assistance with obtaining probate for her late father’s estate in order t...

Read full testimonial→

“Simply outstanding” - quick turnaround leads to heartfelt testimonial

When a client required help for his incapacitated sister when she was making her will, he turned...

Read full testimonial→

Twenty-four-hour turnaround leads to testimonial for Senior Associate

When a son and daughter-in-law required a very quick turnaround in order to get their parent’s a...

Read full testimonial→

Private client expertise leads to testimonial from client

When Mr Glynn required advice and assistance regarding his late father’s estate, he turned to Private C...

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Private client solicitor’s “enthusiasm for her work” leads to testimonial from client

Mr K had a complex, high-value estate. When he decided to make a will, he turned to...

Read full testimonial→

“Thank goodness for Lauren” – quick document-turnaround leads to client testimonial

When Mr C was in hospital with declining health, he turned to Senior Associate Lauren McGurk for...

Read full testimonial→

“I’d be lost without her” – management of finances leads to heart-warming client testimonial

When Mrs H, who was physically unwell and in her 90s, asked HCR to manage the financial...

Read full testimonial→

“Professional yet compassionate guidance”: private client care leads to testimonial

When a client required a will, private client associate Nia Griffiths assessed the issues at hand and...

Read full testimonial→

“A smooth and very professional service”: high praise for private client lawyer

Private client lawyer Nia Griffiths was quick to act when she was instructed to draft wills and...

Read full testimonial→

Expertise and personable approach for complex wills and LPAs

When faced with issues involving Lasting Powers of Attorney and complex wills, it can be difficult to...

Read full testimonial→

Private client lawyer “reassured me each step of the way” following husband’s death

When Jean Gibbs lost her husband, she turned to private client lawyer Lisette Macdonald for advice and...

Read full testimonial→

“Just what was needed” – sensitive handling of estate leads to heartfelt testimonial

When Mr Hulbert’s brother died without a will, Lisette Macdonald was instructed to handle his affairs. L...

Read full testimonial→

Estate administration attracts praise

Hauke Harrack’s handling of an estate worth more than £1m has attracted praise from his clients. Th...

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Complex trust issue handled with kindness and clarity

Laura Banks provided clear guidance for her client regarding a complex trust issue involving the client’s s...

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Estate administration expertise appreciated

Helen Gregory’s expertise and efficiency has drawn praise from a client for whom she obtained the G...

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Professional advice and support throughout a complex issue

David King recently provided expert trust advice for his client; it was not a straightforward matter, but...

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Personal support to make wills

The personal approach Phillipa Bruce-Kerr brings to her work helped clients Colin and Christine Marsh when making...

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Challenging a will draws praise

Helen Cain is helping a client to contest the validity of a will to uphold the deceased’s...

Read full testimonial→

Easing the strain of bereavement

Shirley recently assisted with an unexpected bereavement, guiding a young Worcestershire family at a very difficult time. ...

Read full testimonial→

Expertise and guidance on administering estates

Julia’s expertise in estate administration has been invaluable for a family dealing with the loss of t...

Read full testimonial→

Professional advice and kind support after a death

Shirley Rabbetts’ kindness and professional advice in administering a mother’s estate, a process which had been far...

Read full testimonial→

Professional advice and kind support throughout

After Shirley Rabbetts had guided her client through wills, Lasting Powers of Attorney and administration of estates...

Read full testimonial→

Expert guidance on wills

Shirley Rabbetts’ expertise and advice for clients making wills is much appreciated – one couple said: “Thank you so mu...

Read full testimonial→

Wills, Trusts and Estates - Dawn Oliver

Where do I begin, other than with heartfelt gratitude to you and your office for the support,...

Read full testimonial→

We can also help you with

HCR shortlisted for Private Client Team of the Year at Wales Legal Awards 2023

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HCR wins Solicitor of the Year and Lifetime Achievement award at Worcestershire Law Society Awards

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David King yn ennill Cyfreithiwr y Flwyddyn yng Ngwobrau Cleient Preifat Cyfraith Fodern

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David King shortlisted as Lawyer of the Year at Modern Law Private Client Awards 2023

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£2,000 donation from HCR supports blind veterans

Private client, corporate and commercial teams win highly commended awards at the Cambridgeshire Law Society excellence awards

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Expertise spreading across the country with growing teams

Firm’s reputable service recognised in latest Chambers and Partners rankings

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Gift-giving and inheritance tax

Support for attorneys and deputies

Gifting applications

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Guidance on mental capacity

Care advice and support

NHS continuing healthcare funding

Statutory wills – why are they useful?

Care funding

Trustee orders – what you need to know

Personal injury trusts (also known as compensation protection trusts)

Local authority care funding

Professional attorneys and deputies

Deputyship – making decisions for others

Wealth planning

Court of Protection applications

A day in the life of… Tonina Ashby

The pitfalls of making a homemade will

Changes to reporting requirements for trusts and estates

I have a will; do I need a letter of wishes too?

Gifting applications for attorneys and deputies

The importance of making a will in uncertain times

What happens if I die without a will?

Essentials of estate planning: How can I pass on my assets effectively?

Giving gifts to reduce inheritance tax

How do I make financial gifts?

How can I manage an inheritance tax bill?

Witnessing a will

New Year, new will: the benefits of a statutory will

Gifts versus loans – we explain the differences

Fennessy v Turner: a landmark adult child case under the Inheritance Act

Separation and what to do next…

New year, new will: make your New Year’s resolution to ensure your will is up to date and properly drafted

The future of Lasting Powers of Attorney

Common law marriage: is it a myth?

How you can help charities in your will

What is a Lasting Power of Attorney and why do you need one?

Acting as a Property and Financial Attorney: key features

Acting as a Health and Welfare Attorney: key features

Private client team welcomes two new senior hires

HMRC – the Magic Money Tree!

An overview of acting as an attorney versus deputy

The limitations of a property and financial affairs LPA; why advice is essential for attorneys

What is an executor and what do they do?

Case Update: LPA capacity requirements

Care funding: new guidance on deprivation of capital

Pets are for life, not just for Christmas

Trusts, settlements and new registration requirements

Inheritance Tax: can you gift your home to your children?

The residence nil rate band – a potentially valuable inheritance tax allowance

How can lifetime gifts reduce the inheritance tax liability on my death?

What will a court consider when assessing a claim under The Inheritance Act?

What is estate planning?

Potentially serious consequences for executors who fail to carry out their duties

Reflections and reminders in Private Client Hereford on our 10-year anniversary

Lasting Powers of Attorney for your business

General and lasting powers of attorney

Common-law marriage: fact or fiction

Macmillan coffee morning

What is probate?

The advantages of a discretionary trust

Executor expenses – funeral costs, inheritance tax and more

Should I appoint a professional executor?

Trust registration requirements

The legal costs of a will: is it worth it?

Do I need to register my trust?

Tax efficient ways for grandparents to contribute to school fees

Ffyrdd effeithlon o drethu i neiniau a theidiau gyfrannu at ffioedd ysgolion

Property, marriage and financial safeguarding – a complicated state of affairs

Managing financial affairs following a dementia diagnosis: practical action tips

Wills and weddings

How can a notary public assist you?

Working through wills with Royal National College

Who owns your body after you die?

How can I investigate the Deceased’s testamentary capacity to make a Will?

Ex-wife triumphs over new wife in dispute over mother-in-law’s Will

Digital assets: how switched on are you?

Back to school – back to normal?

Administering personal injury damages: deputyship or trust?

Y peryglon o wneud ewyllys cartref

Witnessing wills – the way ahead with new technology

Supporting Cerebral Palsy Cymru with expertise

Inheritance tax considerations for unmarried couples

I am the executor of a loved one’s estate – do I need a grant of probate?

What should a court consider when assessing the validity of a will?

‘Put up or shut up’ orders in breach of trust claims

Probate fee increase

It’s good to care

Changes planned to the law on deprivation of liberty

Charitable gifts in wills: your questions answered

Financial lasting power of attorneys: an update

No ifs or buts: the dangers of conditional gifting

Family dispute over £100m will

Does your Will cover all eventualities?

The metaverse – virtual reality property and the real-life consequences

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Normal expenditure out of income exemption – how does it work?

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Court of Protection concerns

Can wording within a will revoke an earlier deed of appointment of a trust fund?

What is the future for lasting powers of attorney in an increasingly digital world?

Mandatory registration of trusts

Am I entitled to see a copy of the will?

Reducing the inheritance tax bill – your New Year’s resolution?

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Emergency planning for your business

Can an executor be personally liable for legal fees when defending a claim from the estate?

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Vaccines, boosters and the consent needed under an LPA

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Broader, stronger private client expertise

Tax benefits of donating to charity

What would happen to your finances if you had an accident?

High Court rules will invalid following a paralegal’s drafting error

Differences between powers of attorney and deputyships

Residence Nil Rate Band – the traps!

The importance of business LPAs

Preparing a will under Covid-19 restrictions

Blended families and inheritance – what is the best way to leave my money?

Land, inheritance, trusts and capital gains tax

Disputed wills and Covid-19

How will EU law affect how you leave your assets, even after Brexit?

Future Workspaces

Why make a will?

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Webinar: Ask the Wills, Trusts and Estates Experts

Making hard decisions easier to talk about

Farm diversification – how does that affect your tax position?

Webinar: Protecting you and your family during and after Covid-19

I am concerned about the validity of my relatives’ will; how long do I have to claim?

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Protection from financial abuse – an essential guide

Help at hand for families of missing persons as law changes

Getting access to mobile phone data after the owner dies

Moments that Matter

Wills, Trusts and Estates News

Services For You Brochure

Wills, Trusts and Inheritance Disputes

Wills at Work

Got a question?

Send us an email

Meet our
Private Client team

Birmingham

Laura Banks

Partner
Private Client

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Lisette Macdonald

Senior Associate
Private Client

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Cambridge

Alan Taylor

Trust and Tax Associate Executive
Private Client

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Alexandra Francis

Associate (TEP)
Private Client

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Bernadette O'Reilly

Partner (TEP)
Private Client

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Chloe Grainger

Solicitor
Private Client

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Daniel Curtis

Joint Head of Private Client
Private Client

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Elizabeth Davies

Partner (TEP)
Private Client

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Elizabeth Herbert

Senior Solicitor (TEP)
Private Client

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Jennifer Barker

Solicitor (TEP)
Private Client

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Katherine Hague

Partner (TEP)
Private Client

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Kelly Wardell

Senior Associate (TEP)
Private Client

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Keri Rowan

Associate (TEP)
Private Client

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Laura Wood

Tax & Trust Manager
Private Client

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Loren Adkin

Solicitor
Private Client

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Lucy Williams

Solicitor
Private Client

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Rachel Hirst

Solicitor
Private Client

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Cardiff

David King

Partner (TEP)
Private Client

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Georgia O'Reilly

Associate
Private Client

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Lyndsey Frampton

Chartered Legal Executive
Private Client

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Nia Griffiths

Senior Associate
Private Client

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Sarah Baguley

Legal Director (TEP)
Private Client

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Central England

Alexandra Svennevik

Associate (TEP)
Private Client

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Catherine Ball

Partner (TEP)
Private Client

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Emma Rolfe

Associate (TEP)
Private Client

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Gina Khera

Legal Director (TEP), Disputed Wills, Trusts & Estates
Private Client

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Hauke Harrack

Associate (TEP)
Private Client

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Jacqueline Morrison

Chartered Legal Executive (FCILEx), Disputed WTE
Private Client

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Jane Stebbings

Associate (TEP)
Private Client

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Kerri Woodrow

Partner (TEP)
Private Client

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Phil Thomson

Trust & Tax Administrator
Private Client

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Tonina Ashby

Partner and Notary Public
Private Client

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Cheltenham

Alex Taylor

Joint Head of Private Client Team
Private Client

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Charis Thornton

Associate
Private Client

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Jamie Davies

Associate (TEP)
Private Client

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Lauren McGurk

Senior Associate (TEP)
Private Client

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Mark Hartley

Consultant
Private Client

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Niamh McAlonan

Senior Associate
Private Client

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Phillipa Bruce-Kerr

Partner
Private Client

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Samantha Guth

Solicitor
Private Client

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Tom Bird

Senior Associate
Private Client

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Tom Murphy-Kirkhope

Partner
Private Client

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Hereford

Lucy Willmett-Price

Solicitor
Private Client

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Lyndzey Smissen

Associate (FCILEx)
Private Client

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Stephanie Waters

Solicitor
Private Client

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London - International HQ

Amanda Nelson

Senior Legal Counsel, Head of Private Wealth London
Private Client

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Charlene Rayner

Solicitor
Private Client

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Colin Jaque

Partner
Private Client

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Emma-Kate Robinson

Senior Associate
Private Client

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John Karim

Solicitor
Private Client

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Suja Kotecha

Solicitor
Private Client

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Thames Valley

Emma McCarthy

Partner
Private Client

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Worcester

Alyson McGowan

Senior Associate, Disputed Wills, Trusts & Estates
Private Client

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Amanda Attrell

Senior Associate (FCILEx, TEP)
Private Client

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Beth King-Smith

Partner, Head of Disputed Wills, Trusts and Estates
Private Client

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Dawn Oliver

Partner
Private Client

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Helen Barkworth

Associate (TEP)
Private Client

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Leanne Harle

Solicitor, Disputed, Wills Trusts and Estates
Private Client

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Sally Caldicott

Solicitor
Private Client

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Shirley Rabbetts

Partner (TEP)
Private Client

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Wye Valley

Harriet Pugh

Associate
Private Client

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Julia Stahl

Partner
Private Client

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Legal 500 2024 - Private Client
Testimonial

‘Overall a very competent service. Everything has been done efficiently with a personal touch’

‘What makes them different is their dedication to meeting client needs and expectations, in a timely efficient manner and providing clear and concise advice. They have considerable depth of knowledge and capability in the firm and you get input from highly capable specialists’

‘In my experience, the team really get to know their clients and support them really well.’

‘I have mostly worked with Lauren McGurk and her team, I find them all to be very professional, friendly and understanding, especially for clients who need extra support due to physical or emotional health needs.’

‘Very professional, always understanding, and kind. An excellent team.’

‘They are very strong technically but also personable and work well collaboratively. They are able to combine technical positions with practical solutions.’

‘The core ethos of the practice is working closely with all aspects of their clients’ business and private affairs, to provide a continuity of advice across generations.’

‘They are technically and commercially very experienced, which enables clients’ advice to be clear and relevant and not simply a generic list of options.’

‘The business has gone from strength to strength. The firm now combines outstanding individuals with a very good team and departmental approach. Clients therefore benefit from seamless overall advice which is particularly important when looking at tax, estates and succession planning matters.’

‘A key aspect of Hewitsons is the strong inter-departmental approach which is so important when looking at strategic issues and succession planning, not to mention tax and structure planning generally. Katherine Hague is brilliant – she combines outstanding advice with exceptional and succinct clarity.’

‘My solicitor and I got on very well. The communication was efficient, yet warm and I felt able to contact him for whatever reason. He always responded very promptly.’

‘Breadth of expertise, responsiveness and attention to detail’

‘A capable team with a growing presence in South Wales.’

‘Knowledgeable and very efficient.’

‘They are very responsive and communicative.’

‘Excellent service.’

Moments that Matter

Business Journey

Private Client

Services offered by our team

Questions we're frequently asked

Alex Taylor, Joint Head of Private Client Team

Private Client

Daniel Curtis, Joint Head of Private Client

Private Client

KEY CONTACTS

Endorsements & Awards

The Times – Best Law Firms 2024 (Private Client)

Cambridge Law Society Private Client Services Team of the Year

Our Experience

Our Clients

Landowner’s assets moved into trust following advice from Private Client Partner

Trust advice for farming partnership

Private Client Partner’s advice ensures young couple’s future is secure

Company shares passed on through discretionary trust

How can we help you?

Hear what our clients say about our Private Client Service

Legal 500 2024 - Private Client

Financial abuse stopped following Senior Associate’s knowhow

Testimonial after lasting Power of Attorney provides help with managing affairs

Understanding and expertise during estate administration leads to testimonial

Advice on probate, restructuring trust and altering will lead to testimonial

Guidance across three issues leads to testimonial for Private Client Associate

“Expert and reliable help” – praise for Private Client Partner following creation of trust

Will update leads to testimonial for Private Client Partner

“Highly professional, caring and supportive” – heartfelt testimonial for Private Client lawyer

“A first-class service” – estate administration assistance leads to testimonial

“Simply outstanding” - quick turnaround leads to heartfelt testimonial

Twenty-four-hour turnaround leads to testimonial for Senior Associate

Private client expertise leads to testimonial from client

Private client solicitor’s “enthusiasm for her work” leads to testimonial from client

“Thank goodness for Lauren” – quick document-turnaround leads to client testimonial

“I’d be lost without her” – management of finances leads to heart-warming client testimonial

“Professional yet compassionate guidance”: private client care leads to testimonial

“A smooth and very professional service”: high praise for private client lawyer

Expertise and personable approach for complex wills and LPAs

Private client lawyer “reassured me each step of the way” following husband’s death

“Just what was needed” – sensitive handling of estate leads to heartfelt testimonial

Estate administration attracts praise

Complex trust issue handled with kindness and clarity

Estate administration expertise appreciated

Professional advice and support throughout a complex issue

Personal support to make wills

Challenging a will draws praise

Easing the strain of bereavement

Expertise and guidance on administering estates

Professional advice and kind support after a death

Professional advice and kind support throughout

Expert guidance on wills

Wills, Trusts and Estates - Dawn Oliver

We can also help you with

HCR shortlisted for Private Client Team of the Year at Wales Legal Awards 2023

Lasting powers of attorney drafting service

Wills at Work

Power of Attorney Act 2023

Deddf Atwrneiaeth 2023

Why you should join Wills at Work

Why your company should join Wills at Work

HCR wins Solicitor of the Year and Lifetime Achievement award at Worcestershire Law Society Awards

Wills and the modern family

Probate and LPA application delays: how to get ahead

HCR lawyers recognised in Chambers High Net Worth guide 2023

A day in the life of… Lauren McGurk

What is a life interest trust and how does this fit into will planning?

David King yn ennill Cyfreithiwr y Flwyddyn yng Ngwobrau Cleient Preifat Cyfraith Fodern

Listen now: Pensions on Divorce

HCR’s David King wins Lawyer of the Year at Modern Law Private Client Awards

Disputed Wills, Trusts and Estates: Choosing executors

Disputed Wills, Trusts and Estates: Letters of wishes

Disputed Wills, Trusts and Estates: Cutting a beneficiary out of a will and contesting a will

Disputed Wills, Trusts and Estates: Life interest trusts

Disputed Wills, Trusts and Estates: Proprietary estoppel

Disputed Wills, Trusts and Estates: Lasting Powers of Attorney

Disputed Wills, Trusts and Estates: Dealing with the beneficiaries of my will

Disputed Wills, Trusts and Estates: Who can bring an Inheritance Act claim?

David King shortlisted as Lawyer of the Year at Modern Law Private Client Awards 2023