Kathleen is an experienced private client solicitor and has developed a reputation as a trusted family advisor. She can build close working relationships with clients and their-generational families.

Kathleen undertakes all aspects of Private Client work and works with a wide range of clients to include high net worth individuals. Kathleen helps individuals plan for the future by providing advice on inheritance tax planning and asset protection by focussing on the needs of each client and providing bespoke solutions which include will preparation, trust preparation and administration and the preparation of Lasting Powers of Attorneys. Kathleen also has experience of dealing with the administration of complex estates.


  1. Advising executors on the estate administration of a high net worth complex estate which included assets that qualified for Business Property Relief and Agricultural Relief as well as dealing with charitable and non-exempt beneficiaries.
  2. Advising clients on estate planning, including drafting complex wills with trust structures as well creating various stand alone trusts for a very large potential death in service payment.
  3. Advising trustees in relation to the administration of new and existing trust structures.
  4. Working with third party professional advisors in relation to wealth and asset protection by drafting complex Wills and trust structures.
  5. Working with other advisors on a matter involving a contentious dispute over the validity of a foreign Will and establishing the deceased’s domicile at the date of death.