Katie Austin

Katie is a legal director in the private client team and a full member of the Society of Trust and Estate Practitioners (STEP). She advises clients on all aspects of succession planning including inheritance tax, will drafting, powers of attorney and the administration of trusts and estates.

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Katie works within the private client wealth management team, focusing on the financial well-being of individual clients and their families. She advises lottery winners by invitation from Camelot, and other high-net-worth individuals.

Katie’s specialisms include:

Advising on UK tax for international clients, including issues of domicile
Cross border estates
Succession planning for business owners

Katie studied law with French at the University of Leeds, including a year at the Université de Nancy II in France, before gaining a distinction on the legal practice course at the College of Law, Chester. She qualified as a solicitor in 2012, completed the STEP Diploma in 2015 and the STEP Advanced Certificate in UK tax for International Clients in 2016.

Experience
Administration of estates
Inheritance tax planning
Probate
Trusts
Succession planning
Court of Protection applications
Powers of attorney
Tax and tax planning
Will drafting
General wealth management
Affiliations
Full Member of the Society for Trusts and Estates Practitioners, or STEP
Member of STEP Special Interest Group on Business Families
Member of STEP Special Interest Group on Cross-Border Estates; and
Member of STEP Special Interest Group for Philanthropy Advisors
Languages
French (conversational)

Katie Austin's Expertise

Private client

Our goal is simple – to help you safeguard and enhance your wealth. By taking time to understand you and your financial and family circumstances we can offer clear, practical advice o...