Kate is a Partner in the Landed Estates and Agriculture team.
Experienced in assisting clients with succession and inheritance tax planning, capital gains tax, setting up of trusts and family charters or constitutions, , heritage property issues, trust advice, wills and probate. Kate often works in a multi-disciplinary team of trustees and accountants.
She has supported many landed estates with diverse rural businesses, including a number of prominent families and owners of historic properties.
Recent examples of how Kate has supported clients include:
- enabling a landed estate comprising numerous trusts with interests including farming, development and leisure to enjoy inheritance tax relief and minimise stamp duty land tax by re-structuring the business model;
- preserving the assets of a landed estate and meeting trustee objectives by extending the life of a trust for a further 125 years with the ability to accumulate income throughout that time; and
- enabling a landed estate to benefit from entrepreneur's relief and incorporation relief on development land by structuring as a trading business, rather than an investment business.
- Enabling the transition of a large landed estate from the current owner to the heir during the lifetime of the owner in a tax efficient and sensitive manner.