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Rachel Brooks - 																					Partner

Rachel Brooks
Partner

Stuart Court
Salisbury Road
Romsey SO51 6DJ

Partner - Private Client

A specialist in agriculture, landed estates and tax, Rachel works as a partner out of our Southampton office, helping private clients navigate complex tax and trust planning, Wills and inheritance laws. Particularly expert in complex administration of estates and Will drafting, she has acted for families and multi-million pound estates encompassing both contentious and non-contentious issues. A particular highlight for Rachel was acting for a landed estate in a successful Variation of Trusts Act application through the courts.

Key Experience

Rachel’s relevant experience includes:

  • acting for a family in the mitigation of tax for the next generation, involving the partitioning of their land and the use of trusts
  • working on behalf of a private client in the sale of a multi-million pound painting and looking at the conditional exemption
  • acting for executors in a multi-million pound estate encompassing contentious and non-contentions issues, including the maintenance of two farms and heritage property
  • creating trusts for inheritance tax planning purposes for a family during the administration of a parent’s estate, as well as using the trusts for income tax mitigation

 

Accolades

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