High net-worth individuals, business owners, landowners, trustees, and beneficiaries all regularly look to Birketts LLP‘s Cambridge office for advice across the spectrum of personal tax, trusts and probate work. Its wide range of specialisms include the creation, administration, variation and dissolution of trusts; management of landed estates; succession planning; wealth preservation; and employee ownership trusts. Rachel Winter continues to develop an outstanding practice in Cambridge for complex estate planning; she co-leads the practice group with Emily O’Donnell, who excels in the landed estates sector, and multi-generational trust advisory and succession planning matters. The deep bench of talent includes Alex Hunt, Kimberly Sayward and James Marsh.

HCR Hewitsons‘ private client department has a considerable presence in Cambridge, from inheritance tax and succession planning, to trust administration and the full suite of tax advice to trusts, the practice is a robust choice for any matter in the realm of private tax, trusts and probate. At the helm of the practice, Daniel Curtis advises on the full range of work and has notable experience acting for clients with foreign property or who are domiciled abroad. The ‘outstanding’ and ‘collaborative’ Bernadette O’Reilly  and Katherine Hague are key figures in the team, both excelling in capital tax planning work. Elizabeth Davies is a strong choice for high-level estate planning, and Lisa Millington specialises in advising farmers and landowners on all aspects of personal and business succession planning.

Chris Belcher leads the personal tax, trusts and probate work at Mills & Reeve LLP and specialises in advice to wealthy UK and international individuals and families on inheritance, capital gains tax planning, and protecting family assets, among other areas. The team’s diverse client base includes a number of sports professionals and people in the entertainment industry. Emma Geale represents the next generation for the department and assists with restructuring of ownership of property, and creation of corporate structures to hold investments. Sandra Nicolle, Kirsten Crawley and Jessica Cherry are further contacts to note.

Ashtons Legal draws a strong client base of regional agricultural and owner-managed businesses and acts for a number of multi-generational families. French law is a niche strength for the practice. The Cambridge office is a key location for the firm’s wider offering, and Lynn Wicks heads the individual client services, as well as being active in the lifetime planning team. Jennie Pratt has extensive wealth management and tax planning experience, and private client specialist Christina Duck is a further key name. Amy Pettitt comes with client recommendation, and Zara Bracegirdle is well versed in supporting clients with overseas assets and interests.

‘An excellent practice that works very well on all levels’, Barr Ellison LLP‘s personal wealth team assists with complex estate planning, establishing trust structures, multi-trust will structures, and administration of large estates. Leadership of the practice has changed, with former head Emma Parsons taking a career break, and Chantal Percival joining in March 2025 from Foskett Marr Gadsby & Head. She has taken charge of a team that includes Tim Metcalfe, Courtney Searle, Francesca Tubb, and the ‘highly efficient and top-notch’ Chris Jones.

Greenwoods' presence in Cambridge for personal tax, trusts and probate work sees practice head Clare Harris lead a group that handles the range of private client matters. She leads wealth preservation across the firm’s London, Cambridge and Peterborough offices and is one of the standout up-and-coming figures in the market. Ellen Eley is a further name to note, advising on will and related estate planning, lasting powers of attorney, and administration of a variety of trusts.

Focusing on a collaborative multi-practice approach to assisting clients with a fully integrated estate planning offering, Howes Percival LLP key lawyer in Cambridge is Stephen Patch. He receives client acclaim having ‘provided the best service possible’ and is an experienced counsel to high net-worth individuals, especially on estate planning for business owners, farmers, and entrepreneurs. He has established a strong presence in Cambridge and has a number of repeat clients in the area.

Tees Law‘s Cambridge-based practitioners act for a diverse base of clients across the city, including HNWIs, members of the House of Lords, academics, business owners, farmers, and landowners. Senior private client partner Catherine Mowat has particular expertise in complex estate administration and succession planning. She co-leads the team with Chris Claxton-Shirley, who has a particular focus on advice to agriculture clients. The deep bench of talent includes Sophie Shirley, Angela Sewell, and Heather Fuff.

Mikhala Leak, ‘an authentic individual who puts the client at the heart of all her work’ is the senior private client contact to note at Woodfines LLP‘s Cambridge office. She regularly acts for businesses and landowners, and farmers, covering complex situations and structures. Leak works closely with the firm’s property, family, corporate commercial, and litigation teams, drawing together expertise to give clients a one-stop shop service.