Rachael DronfieldPrivate Client Director

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

ProfessionalExpertise

  • 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.

The team you can trust

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this challenging period. Indeed, rarely has the need for investment and retirement advice been more important in such turbulent economic circumstances. Whilst we adapted our approach due to the current restrictions, our team members are now beginning the process of returning to the office. We continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com