Provides practical, concise and tailored advice

Rebecca Towey

Managing Associate, Private Wealth

rjtowey@greenwoods.co.uk

Rebecca is passionate about assisting clients to plan for the future and enjoys setting out different options for clients tailored to their aims and current circumstances. Rebecca provides practical and concise advice when advising clients on all areas of private client work.

Being a fully qualified member of the Society for Trust and Estate Practitioners has enabled Rebecca to expand her knowledge and put this into practice when dealing with all aspects of estate administration, trust administration and Wills.

Testimonials

“Rebecca Towey definitely goes above and beyond. She is kind and understanding with clients and is extremely patient. She really does go above and beyond for clients and I have had nothing but praise from clients I have introduced to her. She is extremely hardworking but you can also tell she enjoys what she does and that she really does want to help her clients in the best way possible.”

(Legal 500, 2023)

“Rebecca Towey was very helpful and professional in drawing up and dealing with my will and LPA. All information and advice was clearly stated and understandable, on the phone and in written correspondence. She understood my needs and responded in good time, so she made the whole process seamless.”

(Private Client )

“Rebecca Towey was consistent in the standard of work completed and was professional, caring and understanding.”

(Private Client )

Case studies

Private client

Estate Administration & Inheritance Tax

Required careful consideration of the application of the residence nil rate band, downsizing provisions and lifetime gifts.

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Private client

Advice on Will Trusts & Inheritance Tax

Complex Will drafting to include different Will trusts as well as highlighting the tax implications of each.

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Rebecca’s aspirations to become a solicitor began as a teenager and she followed the traditional route to achieve qualification, completing her Legal Practice Course, gaining work experience and then completing her training contract. Rebecca joined Greenwoods in 2017 and is a key member of our Private Wealth Team.

Advising on all aspects of private client law provides Rebecca with a varied caseload and enables her to continue to build on her already strong experience.

As well as advising clients in relation to their Wills and ensuring their wishes are reflected accurately, Rebecca can also assist with succession and estate planning, making sure that a client’s Will not only achieves their aims but also considering any inheritance tax issues or complications arising.

Rebecca regularly deals with complex estate administration, acting for both professional and lay executors providing practical advice regarding the hands-on aspects of dealing with an estate and technical advice as to the legal process and inheritance tax position.

Rebecca also advises on trusts, assisting clients setting up trusts to ensure that the structure is suitable to achieve the desired objectives and providing ongoing advice in relation to the continued administration of the trust including any tax matters

Rebecca Towey

Case studies

Estate Administration & Inheritance Tax

Advice on Will Trusts & Inheritance Tax

Articles by Rebecca

Who will care for your children if you can’t? Why guardianship matters more than godparenting

The Power of Planning: Why every company needs a shareholders’ agreement

Rising executor disputes: what you can do to prevent family conflict

A spotlight on Rebecca Towey