Expert in explaining complex matters in a simple way.

  • 40% Homebird
  • 35% Lover of four legged animals
  • 15% Music - listening to and playing
  • 10% Penguin collector


  • Chartered Tax Adviser
  • Chartered Financial Planner
  • Full membership of and advanced qualification with the Society of Trusts and Estate Practitioners
  • 13 years experience with Grant Thornton
  • Member of ICAEW Inheritance Tax and Trust working group
  • Wide private client knowledge and experience, especially in relation to estate planning and the use of trusts

I am a Chartered Tax Adviser and Chartered Financial Planner with full membership of the Society of Trusts and Estate Practitioners. This combination of skills really helps me to understand my client’s circumstances from a variety of different angles to ensure the advice is comprehensive. With over 20 years of employment in tax and financial planning, I also have a wealth of experience on which to draw.

I have a keen interest in all Private Client matters, with deep specialisms in inheritance tax, succession planning, will drafting and trust matters, and I particularly enjoy getting to the heart of technical problems. I believe in creating bespoke solutions for each client, whether it be in the lifetime or following their death and this often involves ‘thinking outside the box’.  I also pride myself in being able to explain very complex situations in ‘plain English’.

The success of the Private Client team at Shorts is borne out of a strong team ethic, which combines professionals from a wide range of different disciplines. I embrace this collective environment, and I believe it brings out the best in me and the work I do.


Rachael’s area of specialism;

Private Client



An award winning team

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COVID-19In line with the most recent Government announcements, both of our offices still remain closed to clients and all but a few essential members of our team. Over the coming weeks, our phased transition will see members of our team returning to the office, where we have made a number of changes to ensure a safe working environment. All of our team can still be contacted by clients, whether working from home or in the office. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.