Rachel Morris

Senior Associate

Private Client

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Expertise

Rachel advises UK and international clients on UK tax and on trust, estate and succession matters.

Many of Rachel’s clients are individuals and families who are arriving in, or leaving, the UK. She advises them on residence, domicile and their UK tax and reporting obligations. She helps clients plan for the future and provides advice on Wills, lifetime gifts and asset holding structures.

Rachel also works with individual and institutional trustees. She advises them on their duties and responsibilities and drafts trust documentation.

She also assists clients with incapacity planning.

Career History

Rachel trained and qualified as a solicitor at Charles Russell LLP in 2012. She worked in the London and Geneva teams at the firm before joining Wedlake Bell LLP in 2022.

Rachel has a law degree from the University of Cambridge and completed the Legal Practice Course at The College of Law, London. She is a member of STEP (Society of Trust and Estate Practitioners) having completed the STEP Diploma in Trusts and Estates (England & Wales) in 2015.

Rachel has been twice named as one of ePrivateclient’s Top 35 Under 35 (2018, 2019) and a Spear’s Rising Star (2019). She is listed as “One to Watch” in the Private Client Global Elite directory and was shortlisted for Citywealth’s Senior Associate of the Year in 2020.

Endorsements

  • Private Client Global Elite One to Watch (2017, 2018, 2019, 2020, 2021)
  • ePrivate Client Top 35 under 35 (2018, 2019)
  • Spears 500 Rising Star (2019)
  • Shortlisted for Citywealth Senior Associate of the Year (2020)

Additional Information

Rachel is a trustee and director of University House a London legal advice centre in Bethnal Green.

Globally Speaking

Non-dom analysis: UK returners

I am a British expat living abroad. What should I be thinking about?  British expats are typically UK domiciled (“UK dom“) but non-UK resident for UK tax purposes. The extent toRead more

Globally Speaking

Update on the Register of Overseas Entities (“ROE”)

Have you filed your 2024 ROE update statement? What do the March 2024 ROE regulations mean for you? If you have real estate in Scotland, are you ready for 1Read more

News

SPEAR’S: Letters to the editor: Diversity in family law, the Economic Crime Bill and pre-nups

Senior Associate Rachel Morris’ letter to Spear’s has been republished in their Letters to the Editor section. Her letter was in response to a piece written on the Economic CrimeRead more

Globally Speaking

PRIVACY AND PROPERTY – Recent legal developments increase the transparency of non-UK trusts and structures holding interests in UK property

Increasing the transparency of UK property ownership is part of a wider drive by the UK government to combat money laundering, tax evasion and fraud. There have been three recentRead more