What can I do for you
Rachael is a trusted advisor to a range of private clients, from land owners, to business owners and trustees, on estate planning and asset protection with a particular focus on inheritance tax and capital gains tax advice. Rachael works with clients to understand their wealth and their family structure so that she can advise them on their succession planning including:
- Advising on lifetime gifting
- Preparing tax efficient wills
- Advising on and preparing lifetime trusts
- Preparing Lasting Powers of Attorney
- Advising business owners on pre-sale exit planning ensuring the utilisation of any business reliefs available
- Advising land owners on succession planning and ensuring the utilisation of any agricultural reliefs available
- Providing personal tax advice in relation to inheritance tax planning and capital gains tax
- Advising on probate and estate administration.
Supporting your ambitions
Inheritance tax planning to ensure clients are making use of the Residence Nil Rate band which is potentially available to them. If done properly this can potentially save a married couple £140,000 of inheritance tax.
Advising exiting business owners on the transfer of company shares into a trust structure prior to the sale of the business thus securing the maximum amount possible into a protected trust structure. This enables the clients to retain control of the capital assets within the Trust as Trustees for the benefit of their family/beneficiaries in the future until such time as the beneficiaries are in a position to receive the capital into their personal estates.
Advising clients on modern family set ups with step children, adopted children, surrogacy etc and how best to protect the family within their Wills.
Additional Information
Our probate fees
Please follow the link below to find out more about our legal fees.
What do others say
Rachael is ranked in Band 1 in the Chambers High Net Worth 2026 guide where she is described as consistently approachable, responsive and highly dependable, ensuring that queries are dealt with promptly and with real care. Her communication is clear and reassuring, and she always takes the time to understand the specific circumstances surrounding each matter"
In the Chambers High Net Worth 2025 Rachael was praised by a client as being "an excellent listener and creative thinker" and that "she exudes confidence and has a great manner with clients".
Rachael is also recognised as a leading partner in Legal 500 2025 for Personal tax, trusts and probate.
What else should you know
Rachael is an full member of the Society of Trusts and Estate Practitioners (STEP) and an active committee member in the Birmingham branch.
Rachael grew up on a dairy farm in Donegal, Ireland and as a result has a keen interest in advising farming clients with their Wills and the succession of their agricultural assets.