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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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From 6 April 2025, UK tax for foreign residents is based solely on tax residence, not domicile. The simplified system affects income, capital gains, and inheritance tax, offering some residents up to four years to shelter non-UK income and gains.
At Collyer Bristow, we help individuals, families, and trustees plan strategically to maximise the impact of their charitable giving while preserving and protecting wealth. Charitable donations, whether made during your lifetime or through your Will, can provide significant opportunities to reduce tax liabilities and create a lasting legacy.
Our latest guide, The Benefits of Lifetime Giving, explores the full range of options available and illustrates how to integrate charitable donations into a broader estate planning strategy.
Fundamentally, digital assets are the possessions you access on a digital device. These assets are normally stored online and accessed via a personal online account run by a third-party provider. How should you manage these assets?
It is increasingly important for individuals to understand how crypto assets are taxed, both in life and on death, and ensure the consideration of crypto assets in succession planning.
We have prepared a handbook to answer the most pressing and common lifetime giving questions and issues including; giving property to the next generation, gifts to vulnerable individuals, how best to fulfil an individual’s philanthropic ambitions, foreign gifts and the tax benefits associated with gifts of art.
Many families contend with paying school fees running into hundreds of thousands of pounds per child over the course of their education. This guide examines some tax efficient arrangements that other family members (typically grandparents) can use to contribute to these costs.
A guide on making an LPA covering everything you need to know when considering giving another person certain authority to make decisions, in circumstances where you no longer have the mental capacity to do so on your own.
Guidance for individuals who hold cryptoassets, explaining what taxes they may need to pay, and what records they need to keep. Also included is information for businesses and companies about the tax treatment of cryptoasset transactions.
An overview of some of the key areas of interest in relation to cryptoassets, their legal treatment in the UK, and how they should be considered in tax and estate planning.
A guide considering the many reasons and many circumstances where a trust might be of benefit.
Kathy 's colleagues
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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