Katie is a member of Rix & Kay’s private client team that supports individuals and their families throughout Sussex and Kent. With over seven years’ experience, Katie advises clients on a wide range of matters including: estate administration, personal tax, wills, trusts, powers of attorney and Court of Protection. She is a student member of STEP (the Society of Trustee and Estate Practitioners).
In addition to Katie’s private client work, she has experience in assisting clients with setting up and registering UK charities.
Katie advises individuals who can benefit from specialist wealth management advice. Clients range from high net worth individuals and families to business owners and trustees.
Katie’s experience and approach
Katie works with individuals to ensure their personal and financial arrangements are both tax efficient and structured in a way that best suits their longer term financial plans and commitments. She is able to advise clients in plain English, so they can easily make informed decisions about the best possible ways to protect their wealth and plan for the passing on of their estates.
Areas of expertise
- Estate administration
- Personal tax and tax planning
- Wills, trusts and powers of attorney