Katie is a Partner in the Tax & Trusts and Wills & Estates teams.
For over 13 years Katie has been providing private individuals, business owners and charities with advice on a broad range of tax, trusts and estate matters, including wills, guardianship arrangements for children, lifetime estate planning and asset preservation, succession planning, tax mitigation, agricultural and business property relief, the establishment and administration of trusts, powers of attorney, estate administration and disputes about wills and other post-death arrangements.
She supports vulnerable clients who lack the mental capacity to manage their own affairs, dealing with the Court of Protection, acting as an attorney or deputy to protect and promote her client's interests.
Recent examples of how Katie has supported clients include:
- improving a widow's financial position by unwinding a series of trusts which were complex, costly and not tax efficient;
- protecting the inheritance of our client by proving that the step-daughter of a deceased person had forged a will; and
- securing the installation of a hydrotherapy pool in a child's house to help them recover from surgery for hip dysplasia where there was no pool available locally.