Career & Experience
Rachel is a Partner in the Private Wealth team who advises clients on tax and estate planning, with a particular niche in rural and landed estates.
She can help her clients with drafting a Will, tax planning and administration of complex estates, particularly where there are succession issues. Rachel looks at the strategic planning of assets through the generations for landed estate clients and Farming families.
Recently, she has advised on how to do this using business property relief and agricultural property relief to reduce inheritance tax bills and so avoid the need to sell part of the estate. She has also helped clients with creating trust structures and family offices for the protection of assets through successive generations.
Rachel can provide sensitive and pragmatic advice to families on the law of mental capacity as well, which many families now find themselves needing to understand when it comes to supporting a loved one with their affairs.
In her free time away from work, Rachel enjoys walking in the New Forest with her dogs.
Accolades
- Trust and Estate Practitioner
- Under Sheriff of Hampshire
- Leader in her Field (Chambers and Partners)
Career & Experience
Rachel is a Partner in the Private Wealth team who advises clients on tax and estate planning, with a particular niche in rural and landed estates.
She can help her clients with drafting a Will, tax planning and administration of complex estates, particularly where there are succession issues. Rachel looks at the strategic planning of assets through the generations for landed estate clients and Farming families.
Recently, she has advised on how to do this using business property relief and agricultural property relief to reduce inheritance tax bills and so avoid the need to sell part of the estate. She has also helped clients with creating trust structures and family offices for the protection of assets through successive generations.
Rachel can provide sensitive and pragmatic advice to families on the law of mental capacity as well, which many families now find themselves needing to understand when it comes to supporting a loved one with their affairs.
In her free time away from work, Rachel enjoys walking in the New Forest with her dogs.
Accolades
- Trust and Estate Practitioner
- Under Sheriff of Hampshire
- Leader in her Field (Chambers and Partners)
Expertise
- Rural and landed estates
- Tax and succession planning
- Wills and Power of Attorney
- Private and trust ownership
- Estate administration
- Heritage assets
