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The Trust Register – Do I need to consider it?

Unfortunately, you probably do! The Trust Register was set up to deal with new European Money Laundering Regulations to ensure that HM Revenue & Customs have full knowledge of all…

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Helen Glatter

Tax Accountant — Private Client

Direct dial: 01202 377906

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Helen is a Tax Accountant who specialises in income tax and capital gains tax matters for individuals and trusts, working with the individual as well as their Attorneys, Deputies and Executors as well as the trustees and beneficiaries of settlements and trusts.

Helen is known for her eye for detail and clients appreciate the fact that she keeps them informed of progress and outstanding information.

Outside the office, Helen is a Trustee of the Wessex Young Musicians Trust.

 

Related articles

The Trust Register – Do I need to consider it?

Unfortunately, you probably do! The Trust Register was set up to deal with new European Money Laundering...

Read Article

Trust Registration Service – do the new rules apply to you?

It has been necessary to register all UK and non-UK trusts where they are liable to pay mainstream UK tax (income tax, capital gains tax, inheritance tax) with HMRC’s Trust…

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Kate Mansfield

Partner — Private Client

Direct dial: 01202 377853

Email

kate mansfield
  • “We have had the pleasure of Kate’s sensitive and unwavering professional support for a number of years. She has always been able to combine her deep expertise, with practical context and a tone of voice that gently escorts you through, often difficult decisions. We could not recommend Kate highly enough, both professionally and personally.”

    Simon Bennett

  • “Kate was extremely knowledgeable, straightforward to deal with as well as sympathetic during what was a difficult time. I felt in good hands!”

    Elisabeth Bonelli

  • “We were treated with respect and felt our wishes were taken in consideration. The patience shown in helping us understand the implications of decisions was outstanding.”

    Francesca Remix

  • “Very efficient and welcoming. Understood my access requirements and my unique concerns thoroughly.”

    Hannah Fielding (wheelchair user)

  • “Mrs Mansfield has been exemplary in every respect. She is an excellent listener and has the ability to explain complex issues patiently and emphatically. We are fortunate in having her as our legal adviser.”

    Neville Osrin

  • “Professional, always available for a phone enquiry. Always informed me as thing's progressed. Excellent company with very pleasant and helpful front of house. My sincere thanks.”

    Susan Dawn Godfrey

  • “Kate took the trouble to understand the particularities affecting my Will and found sensible ways of dealing with them.”

    Peter Andrews

Kate is a Partner in our Private Client Team and has 25 years’ experience in private client work, specialising in wills, tax planning and estate administration. Kate has worked in this area since she qualified and has assisted thousands of families and individuals.

Kate qualified as a solicitor in 1995 after obtaining a 2.1 in Law from the University of Kent. She completed her training contract with Laceys and became a partner in 2002.

Kate is a full member of the Society of Estate and Trust Practitioners (STEP) and sat on the STEP committee for 6 years. She has also taught on the Legal Executives course at Bournemouth & Poole College.

Kate enjoys the personal side of the work and the satisfaction of assisting the bereaved and families with complex affairs, whether it be complex financial aspects or those where a diplomatic hand is required. She prides herself on being able to explain the legal position in plain English.

Out of the office she enjoys keeping fit. She enjoys going to the gym and getting out into the Dorset countryside on her road bike. Cooking, particularly baking, is also a passion.

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