Rachel Steeden
Head of Legal - Philanthropy Services,  Stewardship
Location: London,
England,
Expertise: Philanthropy,
Latest Review
Private Client review:
Rachel Steeden is Head of Legal of a major UK Charity that manages funds donated for charitable purposes. I was in direct contact with her, from May 2021 through to February 2025, in my role as executor of a close friend who had willed a generous sum to charity. This was a complex case as the deceased assets were situated in two countries. It was further complicated by poor communication with, and incorrect advice received from, the overseas lawyers.
Rachel’s legal expertise and experience was invaluable. She was firm and persistent with the legal firms involved. Her input was particularly appreciated when the advice of the overseas lawyer concerning inheritance tax rates was proved to be incorrect. A substantial reduction in tax was successfully achieved.
I received prompt replies in my communications with Rachel with her offer of further help when needed. The estate was finally wound up and legacies paid to various legatees. Rachel maintained a positive and calm attitude despite the unforeseen problems. I was grateful for her friendly approach, and professional skill, throughout the complex process.
30 Jun 2025
Profile
Contact
Reviews
Private Client review:
Rachel Steeden is Head of Legal of a major UK Charity that manages funds donated for charitable purposes. I was in direct contact with her, from May 2021 through to February 2025, in my role as executor of a close friend who had willed a generous sum to charity. This was a complex case as the deceased assets were situated in two countries. It was further complicated by poor communication with, and incorrect advice received from, the overseas lawyers.
Rachel’s legal expertise and experience was invaluable. She was firm and persistent with the legal firms involved. Her input was particularly appreciated when the advice of the overseas lawyer concerning inheritance tax rates was proved to be incorrect. A substantial reduction in tax was successfully achieved.
I received prompt replies in my communications with Rachel with her offer of further help when needed. The estate was finally wound up and legacies paid to various legatees. Rachel maintained a positive and calm attitude despite the unforeseen problems. I was grateful for her friendly approach, and professional skill, throughout the complex process.
30 Jun 2025
Peer review:
It's been such a joy to work with Rachel. She combines legal and financial expertise with a genuine passion for helping people use their wealth for good; enabling them to make a positive and profound impact on the causes that matter most to them. She's confident having values-based conversations, helping to guide clients to ensure they can achieve their philanthropic purpose.
She's incredibly knowledgeable and is always generous with her time, collaborating and supporting her peers and helping shape best practice in the sector.
Rachel is thoughtful, approachable, and truly inspiring to work with.
27 Jun 2025
Peer review:
Citywealth recommended.
Ashleigh John - Citywealth
12 Mar 2024
Case Studies
Gifts of Non-Cash Assets
Rachel regularly advises on gifts of non-cash assets such as land, shares or an interest in a business, as well as legacies and deeds of variation. Rachel helps donors to make cross-border gifts and to have social impact investments made from their Stewardship balance.
Articles
Awards
Commendations
Top 10 Philanthropy Advisors 2024
