Rachel Wos BA TEP – Solicitor
Contact details
Call: 01296 791 751 | 01296 747 151
Email: RachelW@BWKsolicitors.co.uk
Rachel is a Solicitor and Head of our Private Client team. She trained and gained her experience with a Legal 500 firm based in Oxford. Rachel is a Member of the Society of Trusts and Estate Practitioners (STEP) having achieved a Distinction across the four exams. STEP is the worldwide body of specialists in estate administration and trusts.
Rachel advises on the preparation of Wills, trusts and lasting powers of attorney. She advises individual clients on wealth preservation through estate, succession and tax planning. She deals with the administration of all types of estates, and has experience of dealing with larger and more complex estates. She has worked closely with a number of charities on legacy administration matters.
Rachel has very sound knowledge in advising clients on all aspects of private client law. She advises clients at what can often be a difficult time, providing an understanding and personable approach along with a high level of client care.
Key experience
- Wills and estate planning – Rachel advises on all types of wills, from straightforward mirror wills to more complex trust arrangements for the protection of assets and estate planning generally. Rachel is keen to advise clients on the best structure for both their financial and personal circumstances.
- Probate and estate administration – as an experienced probate solicitor with expert knowledge on all aspects of the estate administration process, Rachel can advise on taxable and non-taxable estates, completing and submitting inheritance tax accounts, obtaining the Grant of Representation, administration of the estate and compiling estate accounts. She also has experience in dealing with business assets, foreign assets, trust administration and the respective inheritance tax aspects of these areas. Rachel also advises on and prepares deeds of variation.
- Power of attorney – she offers comprehensive advice on the registration of enduring powers of attorney (EPAs), preparation and registration of lasting powers of attorney (LPAs) (Property & Financial Affairs and Health & Welfare) and submitting applications to the Office of the Public Guardian.