Tozers are delighted to announce the promotion of a new Partner and two new Associates across our award-winning Wealth Management, and industry leading Parks teams.
Rachael works closely with individuals and family business owners, dealing with the administration of complex estates, tax and succession planning for wealth preservation and asset protection, Wills, Powers of Attorney and Court of Protection work
Her specialism lies in succession planning for business owners and farmers, helping them navigate the complex reliefs from Inheritance Tax which can be so valuable to their families, and building strong relationships with them as her clients to ensure that their instructions are captured correctly and that the whole process for them is as smooth as possible.
Jayne Bertie, Associate, Wealth Management
Jayne works with clients to plan for their future and ensure assets are protected by discussing options, drafting wills and Lasting Powers of Attorney.
Kelly joined Tozers in 2013 and qualified as a Solicitor in 2018. She has a particular specialism in advising owners of holiday and residential parks in planning and licensing applications.
Commenting on the appointments, Paul Kelly, Managing Partner, said, "I am delighted to announce these promotions, their hard work and dedication to both the firm and their clients is to be admired. Congratulations to all of them, and I wish them all the best in their future with us at Tozers.”