Bio
Katie is a Private Client Associate.
A STEP-qualified practitioner with more than 20 years’ experience, Katie advises across a range of private client matters.
Her expertise includes drafting wills for individuals, families and business owners; advising on Inheritance Tax and Capital Gains Tax mitigation; darting lifetime trust documents; assisting trustees in dealing with trusts; drafting and registering Lasting Powers of Attorney; overseeing deputyship applications to the Court of Protection; and assisting attorneys and deputies in dealing with the affairs of someone who lacks mental capacity.
Katie also advises executors on administering estates, alongside acting as a professional executor on behalf of clients.
Examples of Katie’s work include:
- Arranging a new will for client with farmland to ensure that the appropriate land passed to the correct individuals.
- Assisting a deputy in recognising the necessity of a claim for reasonable provision from a deceased’s estate.
- Acting for a vulnerable client who had been the victim of fraud during his lifetime.
- Dealing with the winding up of a longstanding trust with numerous beneficiaries following a house sale.
- Dealing with an estate and advising the ultimate beneficiary on tax savings that could be achieved by varying a will to redirect funds to charity.
- Dealing with an estate involving assets globally.