Kate is a Senior Associate in the Private Client team.
Specialising in supporting more vulnerable clients including those with capacity issues, Kate focuses on wills, estate planning, court of protection and powers of attorney.
In many cases, she helps put in place lasting powers of attorney and in some situations acts as attorney for individuals who have no family. This includes looking after their finances.
Where clients have lost capacity, she is involved in court of protection work managing their finances and ensuring that an appropriate family member is appointed to provide support. This work includes the applications for family members to be appointed as deputy and applying to the court for a change of trustees where necessary.
There are many complexities to managing the affairs of vulnerable clients and Kate’s experience enables her to provide a practical approach to planning the way forward, guiding them through the difficult situations and ensuring the families needs are met.
Kate has also worked with parents of disabled children to ensure their estate planning is tax efficient and tailored to the family’s circumstances.
As a member of the Association of Lifetime Lawyers, Kate is accredited to deal with complex situations and receives additional training on dealing with more vulnerable clients.
Clients include private individuals. Examples of how Kate has supported clients include:
- acting as the attorney for an individual with a degenerative condition to ensure their finances are managed correctly and support is in place for them. Our role included the engagement with all relevant agencies;
- working with a family to mitigate their IHT exposure including complex will structuring utilising all exemptions available, providing IHT planning to ring fence assets for the benefit of a disabled family member; and
- supporting the wife of an individual involved in a cycling accident to gain deputyship for the husband’s affairs.