Associate and Deputy Head of Private Client Henleaze
AREAS OF PRACTICE
- Lasting Powers of Attorney
- Wills, Trusts and Probate
Kate qualified as a solicitor in 2016 and has been at AMD since 2021. Kate became Deputy Head of the Private Client department in the Henleaze office in 2024.
Prior to joining AMD, Kate worked at a legal 500 firm in Surrey and an international law firm in Bristol.
Kate specialises in administration of complex estates and trusts, inheritance tax planning advice and preparation of Wills.
Kate can also assist you with:
- Making lasting powers of attorney
- Making deputyship applications
- Preparing declarations of trust for co-owned property
Kate is a full member of the Society of Trust and Estate Practitioners (STEP), a global professional body comprising lawyers and other practitioners that help families plan for their futures.
Whilst obtaining her STEP qualification, Kate was awarded with a STEP Excellence Award. This award recognises the highest achievers across all STEP qualifications globally.
Kate serves as secretary of the Bristol branch of STEP, which involves organising technical training sessions with pioneering speakers in the private client field.
Kate is also a member of Solicitors for the Elderly, a specialist group of lawyers to support and advise older and vulnerable people.
Kate has previously served as legal counsel to the trustees of a care home, helping them navigate a diverse range of legal issues as required.
Kate has also previously been interviewed on the BBC, discussing topics relevant to her work such as: why to make a Will, leaving legacies for care of an animal and claims against an estate.
Recent clients have said the following of Kate
“Although I went into my initial meeting with Kate knowing what I wanted, Kate listened, asked questions, raised points to consider, before drafting the legal document.
Kate was great to deal with and I would recommend her to others.
Mr J, February 2024”
“AMD Solicitors provided us with an excellent service, in preparing our Lasting Powers of Attorney. Kate, who managed our portfolio, was first class – providing us with a professional, sensitive and understanding approach.
Mr & Mrs A, February 2024”
“Very pleased to record my appreciation of AMD Solicitors, especially Kate Walsgrove, who handled the Estate of my late partner very expertly. The process was made easier by Kate’s personality and ready smile. She also pointed out the way forward in plain language which helped a lot. Many thanks.
Mr Y, February 2024”
“We met at the end of Oct 23 for me to understand the potential Inheritance Tax liability on my death.
You struck me as a courteous, friendly and efficient young lady.
You made sure you understood what I wanted to know and answered my questions clearly in a way I could understand.
It was exactly what I wanted and we agreed a written confirmation of our conversation would be sufficient for my purposes.
I am sure you will go on to have a very successful career and thank you for all your good work.
Mr A, January 2024”
“I was very pleased with my dealings with AMD Solicitors.
Kate was professional and pleasant in manner.
She handled my late husband’s Will, and my new Will efficiently, and kept me informed of progress at all times.
I have no hesitation in recommending her”.
Mrs T, 2024
“I was kept informed about the progress of my father’s estate.
Found the staff courteous and polite, everything was done in a reasonable time after being given a time scale for the affairs of the estate.
I would recommend this solicitors to anyone who asked if I know of a respectable solicitors”.
Mrs L, 2023”
“Kate Walsgrove has been most helpful and information (also extremely patient!) as I have struggled to write my Will. She has enabled me to ensure that I am leaving my family as few difficulties as I can. My Will is straight forward and clear“
Mrs L, September 2023
“We found Kate very personable and straightforward to deal with. She was employed to make the Probate application and possible settlement of the estate following the death of our mother. At the first meeting she clearly summarised the process we were to go through and gave a fair and unbiased statement of where she would add value and the choices we had over the extent of her involvement. Kate gave us a clear understanding of the costs and timescales involved. Throughout the process Kate responded quickly to requests and this kept the whole process moving along. We had no need at any point to chase up Kate for information or actions. Kate also gave us regular updates on progress so we knew where we were in the process. We had a final meeting after the Probate had been granted to discuss the next steps that needed to be done and whether these needed her involvement. Kate herself thought that because the estate was quite straightforward this could be handled without her, which felt very fair attitude, and in the end we did not need to employ her for the settlement of the estate. Overall we were very pleased with how Kate acted for us, and would certainly use her services again. “
Mr M, July 2023
“I engaged Kate to help me with my father’s estate on his death. Kate listened carefully to the details and the situation, and worked through to receiving the Grant of Probate. At all times, Kate responded to my requests for advice or information promptly and clearly, and carefully explained my options and consequences at each stage. Thank you so much for making the process worry-free.”
Mrs P, June 2023
“I’ve been very pleased with the advice + service I’ve received from Kate Walsgrove at AMD, in dealing with my late mother’s estate. The affairs were quite complex and it naturally took time to sort things out. Kate was very approachable, helpful and communicated clearly. It was also helpful that she liaised with the tax and financial advisers on our behalf. Thanks for your help Kate.
Mrs W, June 2023”
“My wife and I recently decided to update our Wills, and given the complications that can come with a second marriage, we had several important points that we needed to discuss and clarify. Kate approached all the issues raised, with great sensitivity and explained all the procedures and implications, with excellent professionalism. Having completed the Wills, we are both comfortable that all is now settled for the future. We will now be discussing with Kate in the near future, our needs for Power of Attorney, knowing that all will be prepared and executed in a prompt and professional manner.”
Mr and Mrs A, 2023
“At a very sad and difficult time I received first class service from Kate.
Kate was caring at all times. Always had time to take phone calls, and explained everything to me. We as a family would recommend your company as first class.
Would definitely recommend Kate Walsgrove.“
Mrs R, May 2023
“Kate Walsgrove was a sympathetic, efficient and knowledgeable solicitor who guided me expertly through probate on my mother’s estate and succeeded in getting the grant signed off by the High Court only four weeks after our initial meeting. She has been very helpful throughout and I have no hesitation in recommending her. “
Mr H, April 2023
“We’re very happy with the way AMD dealt with my mum’s estate. Kate was very courteous, considerate, helpful and professional. All information was explained clearly, we received regular progress updates and very quick responses to emails. This resulted in a prompt settlement of the Estate in accordance with my mum’s wishes. She would have been very pleased. Thank you.”
Mr W, April 2023
“As sole Executor, I didn’t feel that I had sufficient legal knowledge to ensure I finalised everything correctly so I engaged Kate to deal with all aspects involved in the closing of the Estate. I really appreciated her friendly, approachable and professional service on my behalf – her sound legal advice and, definitely, her patient answering of my questions and worries! Kate, also, updated my Will – a document that is now presented in a clear, modern format rather than in complicated legal language. Throughout both processes, Kate gave sound, knowledgeable guidance and, when decisions were required, explained the possible options and their implications thus enabling me to make informed choices.
I am truly grateful for all Kate’s support and am very happy to recommend her to others.”
Ms B, April 2023
“Kate was great to deal with and kept us updated regularly. She had a clear understanding of a charity’s obligations and acted accordingly. I would not hesitate to recommend Kate’s services in future matters.”
Charity beneficiary, 2023
“Service was prompt and efficient. Care and attention at all times observed. At an emotional time, this is well needed. Thank you to all staff at the office.”
Mrs A, 2022
“Kate put me at ease explaining in clear language what I needed to consider to update my Will. She explained the implications and options open to me in respect of inheritance tax. Kate worked effectively and efficiently to keep within expected timescale, costs and fee structure set out at the start. I am highly satisfied with the outcome, made that much easier for me by Kate’s professionalism to carry out my instructions.”
Ms M, October 2022
“We wanted to deal with the application for grant of probate on our deceased father’s estate ourselves but I had concerns about the final completion of the inheritance tax form so had a preliminary meeting with Kate to discuss how she might help us… It was very clear to me from this meeting that we had to involve an experienced probate specialist because we didn’t have sufficient legal knowledge to finalise the inheritance tax form and I would not have had confidence in our submission to the HMRC. I therefore instructed Kate to finalise the inheritance tax form submission for us and it was the best decision I made. Inheritance tax was paid and we received the grant of probate in record time. From start to finish took just under three months.”
Mrs G, October 2022
“Kate is able to empathise and suggest alternative ways of dealing with legal challenges. She works quickly and efficiently, always keeping her clients in the picture. She is a real professional and I have already recommended her to one of my friends. I will never choose anyone else.”
Mrs R, May 2022
“Highly professional and considerate, giving sound legal advice”
“From the very first meeting with Kate, she put us at ease and let us very clearly and sympathetically through the procedures of making my Will. The few questions we did have were dealt with easily. I certainly would use her services again and recommend her to my friends and family.”
Mrs C (January 2022)
“I have used AMD Solicitors several times throughout the past two years and they have never failed to impress me. The latest occasion introduced me to Kate Walsgrove who proved to be a very competent and delightful young lady. She has been extremely professional and intuitive throughout. Any queries I raised were dealt with immediately and I received continual updates as things progressed. I would happily recommend her to anyone.”
Mrs K, 2021
“From our first meeting with Kate, we received a very good professional and friendly service with everything clearly explained. All contact and correspondence were quickly dealt with, this was supplemented by telephone calls to ensure we fully understood each process. A good service, thank you.”
(Mr and Mrs H, 2021)
“Kate was very thorough and reassuring throughout the process. Communication was timely and clear and I would recommend Kate particularly to those who might feel overwhelmed at a sad time.”
(Mr T, 2021)
“Kate was very helpful and explained everything very carefully. She answered any questions or queries I had. She was always polite and very pleasant and helpful. Thank you Kate”.
Mrs G, November 2021
“I really appreciate the help and support Kate gave me after the death of my husband. She offered me the option of tackling some areas myself but was always there for advice. She explained everything very clearly and kept me will informed of the progress made. It was helpful that so much could be done by email, together with occasional phone calls and visits but it was always a pleasure to see Kate and gain reassurance from her. Many thanks.”
(Mrs S, November 2021)
“Kate offered an efficient and empathetic service. She also brought some energy and enthusiasm to her consultation which in itself was really helpful (Will writing!) We enjoyed meeting her and would recommend her wholeheartedly”
Mr and Mrs D, October 2021
“Thank you for your help with our Wills and Lasting Powers of Attorney. Your patience and kindness made us feel comfortable and we will happily recommend you in future.”
Mr and Mrs M, September 2021
“Kate Walsgrove was professional throughout but with a light touch that made us feel comfortable with the process. She is very knowledgeable about the options available and clearly spelled out the implications of those options. She listened to us and delivered the wills we required. She exhibits good communication skills and kept us up to date with progress. We particularly appreciated the use of clear and plain English, rather than complicated legal language, and this really helped us to understand everything. We would definitely recommend her.”
Mr F, August 2021
“Very happy and impressed by the service received by AMD, in particular the help and advice given by Kate Walsgrove. She explained very clearly the legal requirements in making our Wills. We would not hesitate in recommending AMD.” Mr and Mrs W
“Perceptive and very helpful. Altogether a very efficient and pleasant experience.” Mrs T