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YOUR PROPERTY MATTERS +
Buying or Selling a Property Planning, Highways and Environment Agricultural and Rural Land
PROTECTING YOUR FAMILY +
Relationships and Family Law Entering a Relationship Leaving a Relationship Children Financial Issues Protecting Vulnerable People
PROTECTING YOUR FUTURE +
Making A Will Setting Up A Trust Private Wealth and Family Offices When Someone Dies Contesting a Will Older and Vulnerable Clients Notarial Services Wills, Trusts and Inheritance Disputes Personal Tax
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Private Wealth and Family Offices

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 private wealth experts are on hand to provide specialist legal guidance and support to help individuals, trustees and family offices navigate what can be complex legal and tax matters to ensure that your tailored objectives are being met.

Watch our video

Protection and management that gives you confidence

Our services include:

  • Estate planning, including wills, trusts (both UK and offshore) and private tax advice
  • Succession planning for businesses and related shareholder and partnership issues
  • Administration of estates and Grant of Probate applications.
  • Family Investment Companies
  • Complex landed estates and property advice
  • Agriculture, renewable energies and agritech
  • Private homes
  • Advising on cross border matters, including domicile and residence.
  • Management of family reputation and relationships, including mediation services and criminal defence and investigations
  • Contentious trusts and probate
  • Divorce and complex financial advice, including pre-nuptial, post-nuptial and cohabitation agreements
  • Immigration
  • Protection of vulnerable family members, including Court of Protection applications

Daniel Curtis

Joint Head of Private Client

Direct Dial: 01223 532 748
Mobile: 07769 217 795

email me view my profile

KEY CONTACTS

Endorsements & Awards

Cambridge Law Society Private Client Services Team of the Year

How can we help you?

On your side

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 Client and Family Law teams collaborate with colleagues across HCR to provide expert and holistic advice to our clients, drawing on the firm’s cross-sector expertise in Agriculture and Estates, Corporate and more. When advising on cross border matters, we liaise with advisors in other jurisdictions to ensure we can find comprehensive solutions for our clients. We are also a founder member of Law Exchange 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 their personal wealth – whether that’s families and high-net-worth individuals, 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 trusted advisors, such as, Independent Financial Advisors, wealth managers, accountants, tax advisors, family offices and property agents.

Inheritance tax saving secured as Private Wealth team advise on a family investment company

When a couple sold their business resulting in a significant increase in the taxable value of their estates, they turned to Katherine Hague, Partner in our Private Wealth team, for specialist support.

view full case study

Questions around UK tax treatment of offshore trusts answered by our Private Wealth specialists

Our Private Wealth team assisted a client on the status of various US family trusts for UK inheritance tax purposes.

view full case study

International succession arrangements resolved thanks to Private Wealth expertise

When a non-resident client with assets in the UK and other jurisdictions needed advice with cross-border estate planning, they turned to our Private Wealth team for support.

view full case study

Resolving succession problems of farming estate and businesses

Our client’s farm has been passed down through the family for many years and preserving and protecting this legacy for future generations is key. Achieving this, however, is complex.

view full case study

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Harrison Clark Rickerbys Limited is authorised and regulated by the Solicitors Regulation Authority (SRA number 520892). Registered in England number 7033248

HCR Legal LLP is authorised and regulated by the Solicitors Regulation Authority (SRA number 596261). Registered in England number OC382982

Harrison Clark Rickerbys, 5 Deansway, Worcester, WR1 2JG


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About Us +
HCR Hewitsons Charity Our Commitment to Net-Zero Our Events Our Professional Networks Price Transparency
Our Offices +
Birmingham Cambridge Cardiff Central England Cheltenham Hereford London Thames Valley Worcester Wye Valley
Our Resources +
Articles Covid-19 Hub Events Newsletter Archive Media Centre Publications Videos Cyber In-House Lawyers Future Workspaces
Also From HCR Law +
Child and Parent Law Eagle HR Medical Accident Group Notarial Services Private Client
< Back
Your Property Matters +
Buying or Selling a Property Planning, Highways and Environment Agricultural and Rural Land
Protecting Your Family +
Relationships and Family Law Entering a Relationship Leaving a Relationship Children Financial Issues Protecting Vulnerable People Unified in Separation
Protecting Your Future +
Private Client Making A Will Private Wealth and Family Offices Setting Up A Trust When Someone Dies Contesting A Will Older and Vulnerable Clients Notarial Services Wills, Trusts and Inheritance Disputes Personal Tax
Protecting You Now +
Clinical Negligence Personal Injury Personal Insolvency Directors' Duties Senior Executives
Your Personal Journey
< Back

Service Teams

Agriculture and Estates +
Agricultural Disputes Agricultural and Rural Land Agriculture and Rural Affairs Agriculture, Environment and Regulatory Equine Fisheries Wills and Estate Planning for Farmers and Landowners
Banking and Finance +
Acquisition Finance Asset and Trade Finance Real Estate Finance
Commercial +
Business Contracts Charities GDPR and Data Protection Intellectual Property (IP) Protection IT Contracts Sports Law
Corporate +
Company Formations Due Diligence Reporting Mergers, Acquisitions and Disposals Pensions Private Equity and Venture Capital
Dispute Resolution +
Commercial and Corporate Disputes Debt Recovery Financial Disputes Financial Services Freedom of Information Requests In-House Lawyers Intellectual Property (IP) Protection Judicial Reviews Public Procurement Real Estate Dispute Resolution Reputation Management Restrictive Covenants
Employment and Immigration +
Employment and Immigration Immigration Human Resources from Eagle HR Opening doors to the UK Senior Executives Support For Employers
International +
International International Hubs - Australia International Hubs – China International Hubs - Europe International Hubs – India International Hubs - Middle East International Hubs – USA LawExchange International 关于我们
Insurance, Risk and Regulatory +
Agriculture Financial Services Regulation Food Safety and Food Hygiene Insurance Licensing Private Hire and Taxi Licensing Regulation Road Traffic and Accidents Security Industry Authority (SIA) Licensing Tax and Tax Investigations
Real Estate +
Commercial Property Construction and Engineering Property Development Energy and Renewables Planning, Highways and Environment Real Estate Dispute Resolution Real Estate Finance Residential Property Agricultural and Rural Land Healthcare Real Estate
Restructuring and Insolvency +
Turnaround and Refinancing Corporate Insolvency Personal Insolvency

Sectors

Agriculture and Rural Land +
Agricultural Disputes Agricultural and Rural Land Agriculture and Estates Agriculture, Environment and Regulatory Equine Fisheries Renewables Wills and Estate Planning for Farmers and Landowners
Construction and Engineering +
Construction and Engineering Contracts Construction and Engineering Disputes
Defence, Security and The Forces +
International Trade Services for Businesses Services for Individuals
Education and Charities +
Academies Further Education Independent Schools Universities Charities
Finance and Financial Services +
Banking and Finance Financial Services Regulation Insurance Real Estate Finance Restructuring and Insolvency
Health and Social Care +
Dentists Health and Social Care Vets Healthcare Real Estate
Technology +
Film, Media and Entertainment Intellectual Property (IP) Protection
Your Business Journey
< Back
AROUND THE WORLD +
Australia China Europe India Middle East USA LawExchange International 关于我们
< Back
Why join HCR? +
About Us Our Values Life Outside The Office Our Professional Networks
Early Careers +
Routes into a legal career Join Us Training Contracts Vacation Schemes
Our Current Vacancies