A wills, trusts and estates lawyer.
Rachel advises on the preparation of wills, the making of lifetime gifts to reduce inheritance tax liability, the organisation of financial affairs to ensure future care costs are covered, lasting powers of attorney in the event of loss of mental capacity, the creation of trusts, the administration of estates and applications to the Court of Protection for deputyship orders in respect of vulnerable adults.
Rachel acts for private individuals, including those under the care of social services who have been referred to her by local authorities.
Examples of how Rachel has helped clients include:
- safeguarding the family home and the step-children’s inheritance when our client’s partner died without a will;
- ensuring a property could be passed to the spouse of a deceased person without any inheritance tax being payable, by converting one type of trust into another;
- a critically-ill client, who faced permanent brain damage if a blood clot ruptured, made arrangements to prevent life sustaining treatment via a lasting power of attorney; and
- persuading Her Majesty’s Revenue and Customs that a former UK resident had become domiciled in Sweden and that their estate should be administered under Swedish rather than UK tax law.