Considering Gifts and Inheritance Tax
Kate Marsh | 04.11.2019
I am an Associate in the Lymington probate team. Since qualifying in 2003, I have worked in private client teams for firms in Salisbury and Devon and joined Moore Blatch in 2018. I am experienced in administering large and often complex estates and making special probate applications where there is a disputed or lost will.
My role involves acting for the executors and personal representatives of an estate; these clients are often relatives or close friends of the person who has died, professional executors, or charities. I assist them in obtaining probate to the estate, advising on any tax implications, resolving any issues in order to distribute the estate as quickly and efficiently as possible to the beneficiaries.
Providing a sensitive, friendly and understanding approach to every situation is important to me, as I deal with clients who are at a challenging and often distressing time in their lives.
Previously, I specialised in will drafting, powers of attorney work, advance decisions and court of protection applications, as well as estate administration. I also have experience acting for and advising a large number of national charities in their role as personal representatives, and on estate administration issues generally.
I have two young children who keep me busy! I love running (completing two marathons in 2018), reading and socialising with friends.