Experienced specialist in trusts and fiduciary services
T +44(0)20 8922 9174
With over 20 years’ specialist experience, Kate has extensive expertise in trusts and the complex financial issues around them.
The breadth and depth of Kate’s experience mean she can also provide comprehensive tax and accounting support to estates, high net worth individuals and charities.
Kate’s specialisms include:
- Fiduciary risk management for UK and offshore trusts
- Fiduciary services for trustees
- Taxation of trusts
Kate joined BKL’s trust team in 2020, building on a senior level career that has ranged from a Big Four accounting firm and private banks to boutique trust companies, but with a sustained focus on fiduciary services and trusts.
Illustrating her varied expertise, Kate is a member of the Society of Trust and Estate Practitioners (STEP) as well as a Fellow of the Association of Taxation Technicians and the Association of Chartered Certified Accountants.