Our People
Kate is a Partner who specialises in advising clients regarding their personal affairs from making their Will to administering their estate.
Kate typically advises clients on:
- Making and updating their Wills;
- Tax planning to include advice on gifting and setting up trusts;
- Existing tax planning schemes;
- Existing trusts and their administration;
- Powers of attorney; and
- Administration of complex estates.
Kate is known for her patience and ability to explain complex issues in plain English. She is an excellent communicator and keeps her clients regularly updated with progress, responding to queries efficiently and in a timely manner.
Outside the office
Kate enjoys baking and boxing.
Wills, Probate, Tax and Trusts
News & Insights
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Effective Succession Planning for Family Businesses
Family businesses form the backbone of our economy, yet a staggering 69% of owners lack a detailed succession plan, and
5 tips for avoiding Wills disputes
Wills disputes can be damaging to family relationships as well as draining an estate of funds and causing lengthy delays
What will happen to my house when I die?
If you are a property owner, you need to know what will happen to it in the future. Passing on a house is not always str
How do you make a Will for someone else? Statutory Wills explained
If someone has lost the ability to make their own decisions, it may be possible to have a Will drawn up on their behalf.
What is the role of the Court of Protection?
The Court of Protection (CoP) fulfils a vital role in assisting individuals who no longer have the ability to manage the
Handling LPA Issues: What To Do If Your Attorney Passes Away
Having a Lasting Power of Attorney (LPA) in place gives you the security of knowing that someone will be able to deal wi
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Our offices
Contact Us
5 Poole Road
Bournemouth
Dorset
BH2 5QL
Tel 01202 377800
9 Poole Road
Bournemouth
Dorset
BH2 5QR
01202 377800
