Rebecca advises on a wide range of matters affecting private individuals who often have a focus on planning for succession to family assets and the management of intergenerational wealth.
Rebecca has particular experience advising trustees and family office clients in relation to the operation of asset holding structures involving diverse personal/business interests.
Rebecca has key experience advising on:
- Wills, Lasting Powers of Attorney and estate planning;
- Applications for probate and the administration of estates in the UK;
- The establishment and administration of trusts, inside and outside the UK, including advising on UK tax implications for trustees and for UK resident beneficiaries receiving benefits from trusts; and
- UK tax considerations for non-domiciled individuals tax resident in the UK (or planning to become tax resident in the UK), including the taxation of non-UK trusts and management and control considerations in relation to non-UK companies.