Wedlake Bell LLP

Private Client

Kate advises domestic and international clients on personal tax, trust, estate planning and succession issues. Her clients include individuals, trustees and charities often with multi-jurisdictional assets owned via complex offshore trust and corporate structures. Kate works closely with her clients and their advisors to mitigate tax and plan for the future.

Kate advises clients on the use of lifetime gifts, tax-efficient Wills, trusts and charitable foundations. Kate has particular experience advising on exiting family businesses, charity formation, onshore and offshore tax planning and trust structuring, and planning for moving to or returning to the UK. Kate frequently advises clients with charitable interests or valuable art collections.