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Rachel Morris, Associate

Rachel advises on UK tax, English and international trust points, succession planning and residence and domicile.

Summary

Rachel advises individuals and families in relation to personal tax, wills and estate planning (particularly where there is a cross-border element) and planning for incapacity (such as Lasting Powers of Attorney). Rachel also works closely with trustees and banks advising them on the establishment and management of asset holding structures, in particular, trust formation and administration.

Rachel has recently returned from a secondment to the firm’s Geneva office and her work often has an international element. For example, her work includes advising high net worth individuals who are considering a move to the UK. She provides such clients with pre-arrival tax planning as well as advice on residence and domicile, trusts and other asset holding structures.

Rachel is a full member of the Society of Trust and Estate Practitioners (STEP).

Rachel is admitted to practise in England and Wales.
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