Kate qualified as a solicitor specialising in Wills, Trusts, Estate Administration and Lasting Powers of Attorney in 2016 at Legal 500 firm in Surrey. After qualification as a solicitor, Kate went on to complete a Society of Trusts and Estates Practitioners (“STEP”) diploma in Estate Administration. STEP is an internationally recognised qualification, and its practitioners are known to demonstrate the highest standards of knowledge and best practice when advising families across generations. Kate completed the diploma in 2019, achieving a distinction.
In 2020 Kate was awarded a STEP Excellence Award. This award recognises the highest achievers across all STEP qualifications globally.
Whilst working in Surrey, Kate was appointed as Secretary of Young Surrey Lawyers, a division of the Law Society, and ran a number of events and talks for junior lawyers in Surrey. Kate also served as legal counsel to the trustees of a Surrey-based care home, helping them navigate a range of legal issues where required.
Kate has previously been interviewed on BBC Radio Kent, and the topics of discussion included: why to make a Will, leaving legacies for care of an animal and claims against an estate.
Kate is also a member of Solicitors for the Elderly, a specialist group of lawyers to support and advise older and vulnerable people.
Following her relocation to Bristol, in 2021 Kate was appointed as secretary of the Bristol branch of STEP.
Kate now lives and works in Henleaze and is passionate about making high quality, affordable legal advice accessible to everyone in her local community. In the past, she has been involved in a number of events and talks which provide advice to the local community on issues such as lifetime tax planning, Will making and Lasting Powers of Attorney.
Kate’s particular area of interest is administration of complex estates and trusts.
Grant McCall, Director welcomed Kate to AMD by saying: “We are delighted to welcome Kate. The addition of Kate’s expertise to our team continues our commitment to strengthen our highly experienced private client services for AMD clients”.
Kate will be based at our offices at 100 Henleaze Road but will be able to meet clients throughout our 4 offices.
For advice on the administration of estates and trusts and other private client matters, please contact Kate or any other member of our team on 0117 962 1205, email email@example.com