Career & Experience
Katherine advises on a broad range of private client matters, with a particular focus on advising high-net-worth individuals and families on succession planning and UK tax.
She has assisted clients in advising on the tax implications of transfer of farming businesses, the winding up of family trusts, and in the personal tax implications of receiving multi-million pound inheritances.
Katherine also regularly acts in estate administration matters.
Accolades
- Full member of the Society of Trusts and Estates Practitioners ("STEP")
- Currently sits on the STEP West of England committee.
Career & Experience
Katherine advises on a broad range of private client matters, with a particular focus on advising high-net-worth individuals and families on succession planning and UK tax.
She has assisted clients in advising on the tax implications of transfer of farming businesses, the winding up of family trusts, and in the personal tax implications of receiving multi-million pound inheritances.
Katherine also regularly acts in estate administration matters.
Accolades
- Full member of the Society of Trusts and Estates Practitioners ("STEP")
- Currently sits on the STEP West of England committee.
Expertise
- Succession planning
- Inheritance Tax
- Estate administration
