Rachel Waterman

Rachel Waterman

Associate Director

Experience

Rachel has worked at Smith & Williamson for 18 years within the private client tax department. She has a mixed portfolio focusing on individuals and trusts, landed estates and some partnership work. This includes compliance work as well as more specialised tax planning advice.

Notable client work and achievements

  • Assisting with the creation and termination of family trusts both UK and offshore
  • Succession planning
  • Advice on property sales

Professional qualifications/memberships

ATT and CTA

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