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Katy Sewell
Contact Details
Location
Charminster
Phone
Email

Katy Sewell

Associate Solicitor
Wills, Trusts & Probate

My Approach

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

Recent Work Includes

  • 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
  • Administration of taxable estates
  • 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

Experience, Professional Associations & Qualifications

  • 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
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