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Rachel Sugden
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Rachel Sugden LLB (Hons), TEP

Partner

I am a partner in our wills, trusts & probate team.

I am a full member of the Society of Trust and Estate Practitioners (STEP) which means that I have completed post-qualification exams specialising in this area of law. I enjoy helping clients with complex estate and tax planning, lifetime trusts and the administration of estates.

I have an interest in helping business owners, from start-ups through to established companies, safeguard their business interests and build a legacy which can be passed on to the next generation in the most tax-efficient way.

T 01242 542949 E rachel.sugden@willans.co.uk
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Key skills

I can help you with:

  • Advice on preparing wills to suit your needs
  • Administration of estates, including very high value estates and those with cross-border issues or business assets
  • Inheritance tax planning both during your lifetime or after the death of a loved one
  • Protection of business interests
  • Creation and administration of trusts upon death or during your lifetime.

Experience highlights

My experience includes:

  • Assisting clients with the creation of lifetime trusts for the benefit of their wider family, as both a tax planning tool and a means of planning for the next generation and their complex needs
  • Helping business owners with ‘crisis and succession planning’ for their commercial interests, ensuring that this meets the needs of their business and their family
  • Preparing a successful application for a ‘grant on credit’, where executors of a substantial estate were unable to fund the payment of inheritance tax without the grant of probate.

  • "Extremely helpful in what was an emotional time, having to register power of attorney. I knew what was happening and what to do next. My sincere thanks go to her."

  • "Very clear, provided excellent information and her professionalism impressed us."

Rachel Sugden LLB (Hons), TEP can help you with a range of services

Wills, trusts & probate
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Protecting your business interests
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Inheritance & trust disputes
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Colleagues in the team
Resources To Help

Articles from Rachel Sugden LLB (Hons), TEP

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Reasons to avoid an execution-only service: The risks of preparing a will without tax or estate planning advice
Wills, trusts & probate

Making a will is one of the most important steps you can take to protect your family and safeguard your assets for the future. However, creating a will without professional…

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Rachel Sugden LLB (Hons), TEP
Partner

Why changes to Business Relief mean you should start succession planning now
Wills, trusts & probate

In light of upcoming changes to Business Relief, it’s more important than ever to consider succession planning now. For generations, Business Relief (BR) has enabled business owners to pass on…

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Rachel Sugden LLB (Hons), TEP
Partner

Succession planning for business owners; top tips

If something unexpected befell one of the key people involved in running your business, what would happen? It is important that every business has a crisis plan in place to…

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Rachel Sugden LLB (Hons), TEP
Partner
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