USA 
Director of Private Client Tax Services
Rachel Waterman
Personal tax
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