Our People
Katie is a Senior Paralegal in our Private Client team assisting clients with various aspects of private client work and, in particular, specialising in probate and estate administration.
Katie typically advises clients on:
- Grant-only Applications
- Estate Administration
Katie is known for communicating effectively and sympathetically with clients who may be going through a difficult time, particularly when they are dealing with the loss of a family member or friend. Katie works efficiently whilst always being a friendly and compassionate point of contact. Katie is currently training to be a CILEX Lawyer and hopes to be qualified in the next year or two.
Accolades, accreditations and memberships
CILEX Member – Paralegal (ACILEX)
Wills, Probate, Tax and Trusts
News & Insights
See all latest news
UK Inheritance Tax – Changes to Business Relief in 2026
What is Business Property Relief (BPR)? Business Property Relief (BPR) is designed to allow family-owned businesses to b
Tax – Can I gift a property to children
While it is possible to gift your home to your children, there are numerous implications. It is important to understand
How do I sell a probate property?
If you are the executor or administrator of an estate, you may need to sell a property. Find out what to be aware of and
Selling someone’s property as their attorney or deputy
If you have been appointed as an attorney under a Lasting Power of Attorney (LPA) or a deputy under a deputyship order,
Rob Kelly Achieves Full Membership to ACTAPS
We’re delighted to announce that Rob Kelly has been accepted as a full member of the Association of Contentious Trust an
What information are estate beneficiaries entitled to?
After someone’s death, the executors or administrators of an estate have the task of winding up the deceased’s affairs.
See all latest news
Our offices
Contact Us
5 Poole Road
Bournemouth
Dorset
BH2 5QL
Tel 01202 377800
9 Poole Road
Bournemouth
Dorset
BH2 5QR
01202 377800
