Kate Maybury

Senior Associate in Wills, Trusts & Probate

Education:

Kate graduated from The University of Sheffield with a Law Degree. Kate then went on to complete her LPC in 2005 and was admitted as a solicitor that same year. 

Kate is a full member of STEP (The Society of Trust and Estate Practitioners).

Main Areas of Work:

• Succession and estate planning for high-net-worth individuals and families.
• Wealth preservation and asset protection through trusts and other planning structures.
• Lifetime gifting and intergenerational wealth transfer.
• Inheritance Tax planning and mitigation.
• Trust creation, administration and trustee advice.
• Wills, trusts and Lasting Powers of Attorney.
• Estate planning for blended families, second marriages and complex family circumstances.
• Attorneyship and estate administration.
• Advice for trustees, executors and attorneys.
• Advising vulnerable clients, providing for disabled beneficiaries, mental capacity and later-life planning.
• Complex private client matters involving business, property and agricultural assets.
• Working closely with accountants, financial advisers and other professional advisers to deliver joined-up solutions.
• Technical trust and taxation advice in complex and high-value cases.