Rachael Stephenson

About Rachael

Described by the Legal 500 as a "breath of fresh air", Rachael takes pride in building trusted relationships with her clients and takes time to get to know them, appreciate their concerns and identify their priorities.

Rachael’s specialisms include dealing with the higher-level succession planning needs associated with more complex family arrangements such as in cases of vulnerable beneficiaries, second marriages, High Net Worth and Ultra High Net Worth clients and those with cross-jurisdictional estates. Her particular areas of expertise include advising on charitable and private trusts and personal planning for business owners. Over time, Rachael has become a practised public speaker and regularly lectures on her specialist subjects.

Rachael frequently acts as an Independent Administrator/ Independent Trustee in cases that have become contentious. Rachael’s expertise in this area can help ensure that an estate is administered correctly according to the exact terms of any Will or Intestacy rules.

As a trustee of several charities, including Cumbria Community Foundation, Rachael promotes philanthropy in all its forms. She is experienced in helping clients to realise their goals; giving as much as they can, in a tax-efficient way, whilst making the greatest impact to those in need.

Rachael leads our team in Cumbria and is based at our Cumbria office. To reach her by telephone there, please call 01768 347 084.