Rebecca Broom

Senior Associate

Bath 2 Queen Square Bath BA1 2HQ

Telephone 01225 340 135 "> 01225 340 135 LinkedIn

Mobile 07827 129 292

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Senior Associate

Rebecca is a Senior Associate Solicitor in the Private Client team, supporting clients on a wide range of matters close to home.

Her expertise incudes dealing with complex Wills, LPAs, Trusts both lifetime and in Wills, estate and tax planning and estate administration.

Rebecca is also a member of the Society of Trust and Estate Practitioner (STEP) and Lifetime Lawyers.

Acting in relation to complex Wills and Trusts.
Advising on existing trusts and new trusts in Wills.
Acting in the administration of the estate of a high net worth individuals including heritage assets and providing estate planning advice.
Advising on the inheritance tax and capital gains tax in relation to estate planning.
Finding tax efficient workable solutions for families particularly in relation to high value estates with second relationships and children for Wills aqnd estate planning.
Advising regarding using the current allowances including making a successful claims for gifts from surplus income and lifetime gifting, holding over capital gains with gifts into trusts.
Advising on complex Wills to give flexibility to the family to deal with changes in circumstances.
Advising on complex Lasting Powers of Attorney.
Dealing with farming estates, balancing the needs of the farming and non-farming beneficiaries.
Dealing with complex intestacies.
Preparing sharia compliant Wills.