What can Katharine do for you?
Katharine advises on all aspects of personal estate planning and taxation issues. This includes drafting tax efficient and flexible wills, preparing lifetime family settlements, advising on business succession, lasting powers of attorney and inheritance tax planning. Katharine also assists clients who have assets situated abroad or those looking to move into or out of the UK.
Supporting your ambitions
The values of a family underpin how Katharine’s advice is structured. This inevitably includes tax advice but the focus is to provide a bespoke service by working with the family to ensure appropriate structures are in place so that future generations have controlled access to family wealth.
Katharine also provides advice to entrepreneurs and business owners. She works with many family businesses to review the succession planning for their business.
Katharine moved to the London office in 2018 and is excited to help grow the London international private client practice and develop the wider private wealth sector offering in London.
What do others say?
Mills & Reeve have a national reputation for their work on family investment companies and Katharine advises on a number of these structures both in the UK and offshore. These instructions tend to incorporate a new company for these purposes, however Katharine has also converted existing companies into a family investment company structure.
What else should you know?
Katharine trained and qualified in Newcastle as a corporate solicitor, where she advised on a wide range of company transactions, including mergers and acquisitions, group restructurings and general Companies Act matters. Katharine transferred to private client when she moved to Mills & Reeve. This background has given Katharine a unique perspective when undertaking tax and estate planning for her clients.
Our probate fees
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