Katie joined the firm as a Managing Associate in the Trusts, Estates and Tax team based in Oxford in November 2021.
Katie undertakes all aspects of private client work advising on Wills, trusts, tax and estate planning and Lasting Powers of Attorney.
Katie has considerable experience looking after the affairs of clients and trustees, planning and managing all aspects of their finances and estates. This includes advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families, setting up trusts and advising on trust taxation and dealing with complex probate and estate administration matters.
Katie has advised people of all generations and backgrounds, from young couples just starting families to high net worth individuals, family business owners, recently divorced parents and older, vulnerable people.
Katie greatly enjoys forming strong and long-lasting client relationships. Her approach is typified by working above and beyond for her clients, providing practical and bespoke solutions and delivering first class advice.
‘Doing the right thing’ is at the heart of Freeths. Find out more about our excellent client service and the strong set of values that guide the way we work.
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Freeths are a leading national law firm with 13 offices across the UK. If you have a query about our services or just want to find out more, why not give us a call?
Contact: 03301 001 014