Kathy Allso

Kathy Allso

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About

Kathy is a Trust Manager in our Tax and Estate Planning team. She specialises in the administration of trusts, estates and grant-making charities.

Kathy has over 20 years’ experience of working in trusts and estates administration, and manages a portfolio of family trusts. This includes closely liaising with internal and external trustees, and the preparation of annual trust accounts and tax returns.

Kathy has particular experience of administering multi-generational family trusts holding substantial landed estates and chattels collections. She has also worked closely with the trustees of charitable trusts, helping them with their day-to-day administration; with the making of grants; and advising them on their Charity Commission compliance requirements.

Prior to joining Collyer Bristow Kathy has worked at other large law firms, has acted as Trust Director at a well-known Family Office, and worked as part of the Trust Company in a large award-winning City-based investment bank providing trust and estate administration, tax planning and family office services for high net worth clients. Kathy also has experience of offshore trusts, having spent time working for a Swiss Trust Company in Geneva.

Kathy is a member of the Society of Trust and Estate Practitioners, having qualified with distinction in 2005.

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Kathy  Allso

Specialising in...

About

Kathy is a Trust Manager in our Tax and Estate Planning team. She specialises in the administration of trusts, estates and grant-making charities.

Kathy has over 20 years’ experience of working in trusts and estates administration, and manages a portfolio of family trusts. This includes closely liaising with internal and external trustees, and the preparation of annual trust accounts and tax returns.

Kathy has particular experience of administering multi-generational family trusts holding substantial landed estates and chattels collections. She has also worked closely with the trustees of charitable trusts, helping them with their day-to-day administration; with the making of grants; and advising them on their Charity Commission compliance requirements.

Prior to joining Collyer Bristow Kathy has worked at other large law firms, has acted as Trust Director at a well-known Family Office, and worked as part of the Trust Company in a large award-winning City-based investment bank providing trust and estate administration, tax planning and family office services for high net worth clients. Kathy also has experience of offshore trusts, having spent time working for a Swiss Trust Company in Geneva.

Kathy is a member of the Society of Trust and Estate Practitioners, having qualified with distinction in 2005.

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