Katie qualified as a Solicitor in 2016. Prior to qualification Katie completed her Training Contract at a law firm in Milton Keynes and upon qualification joined a law firm in Northamptonshire. Katie has specialised in private client matters since her Training Contract.
She is a member of the Society of Trust and Estate Practitioners (STEP) and aims to be fully qualified by the end of 2019. STEP is a specialist qualification for practitioners qualified and experienced in advising on inheritance and succession planning.
Katie enjoys dealing with a range of private client matters to include, preparation of Lasting Powers of Attorney, inheritance tax planning and preparation of a range of tailored Wills, to suit the individual’s wishes, ensuring that assets pass to their chosen beneficiaries. Katie also deals with the administration of individuals estates. She can act on behalf of private executors or on behalf of administrators on intestate estates (when a person dies without having made a Will).
Katie is also trained as a Dementia Friend.
Society of Trust & Estate Practitioners (STEP)