Private Client and Tax

Partner

She moved from the London office to Hong Kong in 2010. Her practice involves tax, trust and estate planning for wealthy international families.

She has particular expertise in assisting clients with the establishment of private trust company structures and related fiduciary and governance issues. Katie has advised a number of families in relation to the creation and ongoing running of single family offices.

In addition Katie advises UK expatriates and Asian families with UK connections on their personal tax issues and trustees on a range of matters including the consequences of holding UK assets or having UK resident beneficiaries.

Katie is named as a leading individual for private client/wealth management in Chambers HNW 2016-2020, Citywealth’s 2016-2018 IFC Powerwomen Top 200 list and Citywealth’s 2018 and 2019 Leading Private Client Lawyers list. She is recognised by Chambers HNW as an expert in UK tax issues for non-resident clients in the region as well as Asian families with connections to the UK. She "really understands the fabric of the private client market in Hong Kong".

English

Society of Trust and Estate Practitioners

University of Birmingham, LL.B (Hons) Law