Katie is a private client lawyer based in our Chester office. She has over 18 years’ experience advising individuals, families, trustees and business owners across Cheshire and North Wales.
Katie trained and has worked as a lawyer in some of Chester’s most prestigious law firms. She is a full member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly (SFE).
Katie specialises in
- estate and succession planning
- trusts and trust administration, acting as independent trustee for many trusts
- Lasting Powers of Attorney
- estate administration, including complex claims for agricultural property relief and business property relief
- acting as professional executor or Court appointed administrator in estates
- Court of Protection matters, including being appointed as Court appointed deputy for many clients
Katie supports vulnerable clients who lack the mental capacity to manage their own affairs acting as deputy and attorney to protect and promote her clients’ interests.
Katie prides herself on building long lasting relationships with clients and advisors alike. She acts for many high net worth clients, building a practice dedicated to providing straightforward, practical advice.
Improving a widow’s financial position by unwinding a series of complex, unnecessary trusts which were costly and not tax efficient
Securing significant IHT relief by restructuring a business after the husband’s death, securing business property relief for the widow’s estate, saving several £million off the IHT liability
Supporting the executors of a complex estate, helping with the apportionment of tax liabilities between executors, trustees and the recipients of lifetime gifts
Acting as executor in a complex estate in which the beneficiaries had fallen out, to provide a transparent, fair approach to avoid further friction amongst the family
Katie enjoys supporting her two sons at their hundreds of sporting events, catching up with friends and family and walking her ‘bonkers’ dog in the lovely Cheshire countryside.
Full member of SFE
Parish councillor for Mollington Parish Council.
We didn’t think dealing with a solicitor could be such an enjoyable and friendly experience! Thanks for dealing with everything so efficiently.
Mr and Mrs C
It is always very reassuring, and a pleasure, to put my legal affairs in your hands. Thank you very much for a most informative and useful meeting with you and your colleague. I now feel much happier about my will and Land Registry matters.