Rachel advises individuals, families and trustees, both in the UK and internationally, on issues including personal tax and succession, wealth structuring and governance. She has a particular focus on cross-border estate planning, finding practical solutions to complex conflicts of law.
Rachel advises UK and international clients on tax and succession planning. She has a particular focus on capital taxes and exemptions and reliefs that may be available, for example for agricultural, business or heritage property or upon leaving assets to charity. Cross-border issues are another area of expertise. These include residence and domicile status and their impact on both tax and succession. She advises on the relevant law that will apply to clients’ particular assets and the appropriate form and jurisdiction for wills, trusts and other testamentary tools.
As well as lifetime planning, Rachel advises executors and trustees on post-death planning and estate administration. She also advises trustees, settlors and beneficiaries in relation to the creation, administration and governance of trusts, as well as their taxation.
Beyond the technical aspects of this work, Rachel's role is to understand her clients' needs, concerns and objectives. Clients comment on her insight and sensitivity as well as the clarity of her advice.
Rachel supports colleagues in the firm's Property and Finance teams in advising banks on lending to trustees, and also works closely with the Charities team on philanthropic matters.