What can I do for you
Katie advises individuals, families and trustees on a broad range of private wealth matters. Her practice focuses on estate and succession planning, asset protection, and the creation and administration of trusts and complex wills. She works with the national team and has a particular focus on landed estates. Katie regularly assists clients with inheritance tax planning, helping them to protect wealth efficiently across generations.
Supporting your ambitions
Katie works closely with clients and their wider advisory teams to deliver planning aligned with the client’s long-term objectives.
What else should you know
Katie is a full member of the Society of Trust and Estate Practitioners (STEP) and the secretary of the Manchester Law Society Private Client Committee.
