Kelly Wardell > HCR Hewitsons > Cambridge, England > Lawyer Profile

HCR Hewitsons
50-60 Station Road
CB1 2JH
England

Work Department

Private Wealth

Position

Senior Associate

Career

Kelly deals with private tax and estate planning, will drafting, estate administration and applications to the Office of the Public Guardian. Kelly’s recent work includes advising on tax efficient wills, Lasting Powers of Attorney and complex estates.

Memberships

Kelly is a member of the Society of Trust and Estate Practitioners, having passed the STEP Diploma for England and Wales (Trusts & Estates) in 2008 with distinction. Kelly is a full professional member of Solicitors for the Elderly (SFE).

Education

Kelly read Law at the University of Bristol before completing her Legal Practice Course at Anglia Ruskin University. She trained with Hewitsons and joined the private client team upon qualification as a solicitor in September 2005.

Lawyer Rankings

East Anglia > Private client > Personal tax, trusts and probate: Cambridge

(Rising stars)

Kelly WardellHCR Hewitsons

HCR Hewitsons  in Cambridge has ‘strength in depth, with leaders in succession planning, wills, trusts, power of attorney, inheritance tax, and tax-efficient succession planning strategies‘. The firm has the  largest private wealth team in the region, with over £350m of trusts under management, and in 2021 advised on trusts with an additional value of £450m. Daniel Curtis (who is ‘unquestionably a leader in his field in this region and beyond‘) leads the practice and advises numerous clients with foreign property or who are domiciled abroad. ‘A consummate safe pair of hands‘, Bernadette O’Reilly focuses on on capital tax planning for individuals and trustees, including those with overseas assets. Elizabeth Davies acts as a trustee for trusts with diverse assets, including private company shares, development land and diversified landed estates. Senior associate Kelly Wardell also plays a key role in the practice.