Rebecca provides practical and holistic advice, cutting through complex family, legal and taxation issues to give clients the information they need to achieve their objectives. Her client base is varied, and she acts for UK-resident and domiciled individuals, landed estates, charities, large families, executors and trustees on all aspects of estate and succession planning, tax, trust and probate matters.
Her work includes the preparation of wills; capital tax planning advice, including the availability of agricultural and business property relief and ways to maximise those reliefs; the creation and administration of trusts and charities; complex and high-value probates and estate administration; and mental capacity matters, including the preparation and registration of lasting powers of attorney, enduring powers of attorney and deputyship applications.
Rebecca has significant experience acting for land and business owners in establishing structures that facilitate the transfer of family assets between generations. She also has extensive experience advising on heritage property matters, including the availability of conditional exemption, offers in lieu of tax, and the interaction between inheritance tax and estate duty regimes.
Her expertise extends to preparing deputyship applications and guiding clients through the associated court process. She works closely with our Family and Divorce team where clients require pre-nuptial agreements and advises on bespoke business agreements for landed estate business owners.
Rebecca is also a qualified Notary Public, providing an additional and relatively uncommon skill that complements her wider practice.
