Name

Rachel

Position

Board Advisor

Location

London and Somerset

Big Business Experience

PwC

Coutts & Co

Small Business Experience

Sestini & Co Group

Sandman Ventures Group

Summary

Rachel works with cross border individuals, entrepreneurs and businesses with a focus on the US and UK to help them set up the appropriate structures for efficiency and ease of management.

Her work now within her own firm and historically within PwC and Coutts & Co has encompassed a wide range of individuals and business helping them to relocate and expand into overseas territories.

Rachel’s main technical areas of focus include cross-border taxation, pensions and remuneration/incentives, as well as the logistics of international moves both personal and corporate.

Qualifications

• Chartered tax adviser (CIOT)
• Enrolled agent (enrolled to practice before the IRS)
• CII Level 4
• MA (Oxon) Mathematics
• FRSA

Key Areas of Expertise

• US and UK Personal tax
• UK pensions
• Employee Remuneration and share incentives
• Expatriation and expatriate policy planning
• Business founder

Experience

Rachel was at PwC for 15 years, focusing on international and global enterprises, supporting them in managing their expatriate populations;

She headed up the international tax team at Coutts & Co, focusing on high net worth private clients

Founded her own company 10 years’ ago as a boutique tax advisory firm, working with cross-border private clients and entrepreneurs; alongside day to day client advisory work, Rachel sits on the board of several clients, in an FD or CFO role.