Rachael has over 17 years’ experience in helping private individuals protect their family, reputation and wealth.
She has significant experience in the preparation of complex Wills, trusts, powers of attorney and lifetime tax efficient succession planning. She is regularly appointed as a professional attorney, executor and trustee, and deals with all aspects of probate, estate and trust administration, often with cross-border issues.
Rachael advises on charity gifting and philanthropy, working collaboratively with wealth planners, tax specialists and other professional advisors helping individuals to agree and align tax efficient lifetime and succession strategies.
Rachael is empathetic and prides herself on earning clients’ trust to build genuine, long-term relationships. She has expertise in advising agricultural families and equestrian business owners through diversification and generational planning.
- Advising executors in a multi-million-pound cross border estate administration covering several jurisdictions on tax aspects turning on the issue of domicile, the extraction of a grant of probate in the UK, and Certificate of Inheritance in Switzerland.
- Preparation and execution of a tax effective declaration of trust and rules for a company excepted group life scheme.
- Succession planning for an Olympian showjumper with personal, business and agricultural property aspects.
“A friendly, professional service. Nothing was too much trouble – the whole process was extremely straight forward and much less daunting than I had previously anticipated – thank you!”
“Rachael provides a great service; she explains everything in clear language and her fees were really well costed out – she was a pleasure to work with.”
“Rachael is an excellent solicitor. She is very knowledgeable in her field, has good communication skills and works in a very timely manner. Rachael is friendly, fair, and always endeavours to achieve the best outcome for all parties. Recommended.”