Rebecca provides practical and holistic advice, which cuts through complex family, legal and taxation interests and gives clients the information they need to press on with their objectives. Her client base is varied, acting 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 or business property relief and ways to maximise those reliefs; the creation and administration of trusts and charities; complex and high-value probates and the administration of estates; and mental capacity issues, such as the preparation and registration of lasting powers of attorney, existing enduring powers of attorney and deputyship applications.
Rebecca has a particular experience of acting for land and business owners in setting up structures which aid the transfer of family assets between generations, including the availability of business property relief and agricultural property relief. She has extensive experience of advising on heritage property matters, including the availability of the conditional exemption, offers in lieu of tax and the interaction between the inheritance tax and estate duty regimes.
Her expertise extends to preparing deputyship applications and guiding clients through the associated court process, working closely with our Family and Divorce team where pre-nuptial agreements are desired, and advising on bespoke business agreements for landed estate business owners.