Katy Sewell

My Approach

I take time to understand my clients’ circumstances and their particular needs and wishes to provide helpful, clear and practical advice.

Area of Expertise

• Estate Administration
• Wills
• Inheritance Tax planning
• Powers of Attorney
• Declarations of Trust
• Trust Administration

Recent Work

• Estate administration; dealing with simple applications for a Grant of Probate through to complex taxable estates
• Preparation of tax efficient wills and succession planning for families to help preserve and protect family wealth for future generations
• Advising on discretionary and life interest trusts created by a will and preparing the trust documentation to establish the trusts
• Creation and the administration of trusts during lifetime
• Advising trustees on the options relating to trusts after death and taking the necessary steps to wind up the trusts
• Assisting executors to apply for a grant of probate for English assets held by the deceased who was domiciled in Scotland
• Advising on Deeds of Variation as a tax planning measure

Professional Associations & Qualifications

• Recognised as a Key Lawyer in The Legal 500 for Wills, Trusts & Probate.
• Qualified as a solicitor in September 2013
• Qualified member of Society of Trust and Estate Practitioners
• 1st LLB (Hons) Law degree Bournemouth University
• Post Graduate Diploma in Legal Practice Bournemouth University