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.

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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

HCR has an eye for detail and undertakes thorough analysis to ensure that nothing is missed or overlooked. The team has good communication skills and ensures that we are kept updated, whilst also managing our time expectations. They also negotiate well on behalf of their client.

Client testimonial Chambers High Net Worth Guide 2026

HCR Law demonstrates a high level of technical expertise, commercial awareness and attention to detail, particularly on high-value and complex estate planning cases. They are adept at navigating nuanced issues and providing clear, practical advice to both advisers and clients.

Client testimonial Chambers High Net Worth Guide 2026

HCR Law provides expertise, flexibility and local knowledge. They have an excellent track record and take the time to understand complex situations.

Client testimonial Chambers High Net Worth Guide 2026

HCR Law cares. They provide exceptional services while maintaining respect and dignity and they generally want to understand your requirements and give you the best advice. All of the team members have time for you and communicate effectively in the correct manner and timescales.

Client testimonial Chambers High Net Worth Guide 2026

This department is distinguished by its efficient and highly responsive team, who consistently deal with matters in a prompt and professional manner. Communication is clear and timely, which helps ensure that transactions and client matters progress smoothly and without unnecessary delay. A further strength is the breadth of expertise available within the firm. They have well-established departments across a range of disciplines, meaning they are able to deal with whatever matter is presented.

Client testimonial Chambers High Net Worth Guide 2026

The team at HCR Law are very approachable, responsive, highly technical, and empathetic when dealing with vulnerable clients. They are excellent in their field.

Client testimonial Chambers High Net Worth Guide 2026

Can I take the opportunity to thank you for the very professional, kind and personable way in which you have guided us through the whole Will-writing process.

Client testimonial Wills

I am particularly grateful for your insight and guiding-assistance concerning the matter. Notwithstanding our only having just been acquainted through that call, it is without difficulty that I ‘voice’ my commendation and indeed doff at the manifest professionalism and courtesy you displayed (albeit virtually) in discussing the subject matter. With such mannerism and characteristic, re/commending you to others should pose little or no difficulty.

Client testimonial Private client

I cannot thank you enough for what you’ve done this week. I called you for help and you were incredible.

Client testimonial Private client

We were pleased and relived to know matters concerning our wills were being dealt with. Hauke has been patient and knowledgeable at all times. Thank you

Client testimonial Private client

Katie managed to get a successful conclusion to my case. Katie always remained professional and provided me with the correct advice at that time. I would have no hesitation in recommending Katie Maxwell-Stewart for legal representative regarding estate disputes.

Client testimonial Probate dispute

It has truly been a pleasure working with you, and I want to say that your professionalism throughout has been first class. Thank you for being there for me during what has been a difficult journey, and one that has now come to an end. Your support, guidance, and dedication made a real difference, and I am very grateful.

Client testimonial Disputed estate

How can we help you?