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

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.