DDI: 01423 724617
Education: The University of Sheffield
Previous roles: Ashton Morton Slack Solicitors and Wake Smith Solicitors
Joined Raworths: September 2011
Member of the Society of Trusts and Estate Practitioners (STEP)
Founder and former chair of Probate Group at Sheffield Law Society
Member of the Private Client Section at the Law Society
Education and Training Officer at Harrogate District Law Society
Committee member of Yorkshire Cancer Research
Kate is a member of the Probate, Wills and Trusts Unit. Kate specialises in the preparation of wills, providing inheritance tax advice, advice on care home fees, applications to the Court of Protection, Lasting Powers of Attorney, General Powers of Attorney, advising Attorneys and Deputies on their duties, the administration of estates and the administration of trusts.
Examples of matters Kate has advised upon include:
The first Will is often the hardest. They will need to think carefully about who will deal with their estate (their “executors”) and who will benefit (their “beneficiaries”). They also need to keep in mind the likely value of their Estate upon death. It is always important that they check the qualifications of the person drafting their Will.
Will writing is not currently a ‘reserved legal activity’ which means that anyone can write a will and charge for it. By instructing a well established firm of solicitors, clients can be certain that the person preparing their will has the correct level of training and experience, and that they are insured if anything ever goes wrong.
Having to administer an estate is something that most people will probably only have to deal with on one or two occasions in their life. It is a big responsibility and can be technical. People instruct solicitors to relieve the burden of dealing with masses of paperwork, tax statements and accounts at a difficult time in their life.
If you do not appoint someone to act as your attorney, there will be no-one with the authority to deal with your affairs if you lose mental or physical capacity. No-one will be able to access your bank accounts held in your sole name, settle your bills or deal with your property.
I enjoy meeting new people, helping them to make plans for their future and assisting them at what is sometimes a difficult time of life.
Yes they do. Many people find it hard to make substantive payments to charity during their lives so making provision in a Will is a good alternative. Gifts to UK registered charities are also free of inheritance tax.
This is a major concern for many people particularly taking into account the rise in house prices during the last decade or so. Advice on liability to inheritance tax is a fundamental element of the will writing process. There are still many options to reduce the liability either by the terms of the will itself or by tax planning during your lifetime.