Rachel deals with administering estates of all sizes, both taxable and non-taxable and can guide you through the estate administration process from start to finish. She can also tailor her service so that you can deal with certain aspects of the estate yourself if you would prefer to. If there are no family members she can register the death and arrange the funeral.
As she is a farmer’s daughter she has a particular interest in agricultural estates including making claims for agricultural property relief and she works closely with the Agriculture and Rural Families Team.
She has experience of making claims for business property relief, dealing with estates where there is no will (known as intestate estates), obtaining probate where the will is missing, dealing with estates where there are foreign assets and tracing missing beneficiaries.
She also has experience of applying for ad colligenda bona grants. This is a limited grant of probate and is used in situations where a grant is required urgently and it would take too long to wait for a full grant. e.g. If a person entered into a contract for sale but died before completion a grant ad colligenda bona would be required in order to complete the sale. Or if the deceased was a sole trader an ad colligenda bona grant may be needed to run the business until a full grant can be applied for.
"May I take the opportunity to thank you for the incredibly efficient and sensitive way you have handled this matter."
- Traced missing beneficiaries on an estate.
- Dealt with claims for agricultural property relief on farming estates.
- Registered the death and arranged the funeral of a person who has died and did not have any family.
- Obtained a grant of probate for a person who was domiciled outside of the UK but had assets in the UK.
"One so often hears of how long and protracted the process of finalising an estate can be; but you have succeeded in dispelling this impression, for which I thank you."
Rachel graduated in history from Swansea University and did a Masters of Management at Loughborough University. She joined us in 2003 and since then has completed her CILEX qualification. She became a probate assistant in 2009 and a Fellow of CILEX in February 2011 .
- Fellow of Chartered Institute of Legal Executives (CILEx)
Rachel enjoys watching Formula One, walking her dog and helping out on the family farm.