Private Client Director

Rachel Waterman

Helping Individuals and Families Plan for the Future

Rachel is a Private Client Director at Fiander ETL, specialising in succession and estate planning for high-net-worth individuals, families, and trustees. She works closely with clients to help them manage and pass on wealth to future generations, providing clear and practical advice tailored to their circumstances.

Rachel joined Fiander ETL after more than 20 years with a Top 10 accountancy firm, where she focused on private client tax. She has significant expertise in inheritance tax and capital gains tax planning, with a particular emphasis on trusts. Rachel supports clients and trustees in understanding the complexities of trust compliance and tax planning, offering reassurance and guidance at every stage.

As a member of the Chartered Institute of Taxation (CTA), Rachel is recognised for her specialist knowledge, clear communication, and commitment to helping clients achieve peace of mind in planning for the future.

 

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