She moved from the London office to Hong Kong in 2010. Her practice involves tax, trust and estate planning for wealthy international families.
She has particular expertise in assisting clients with the establishment of private trust company structures and related fiduciary and governance issues. Katie has advised a number of families in relation to the creation and ongoing running of single family offices.
In addition Katie advises UK expatriates and Asian families with UK connections on their personal tax issues and trustees on a range of matters including the consequences of holding UK assets or having UK resident beneficiaries.
Katie is named as a leading individual for private client/wealth management in the Chambers Asia Pacific Directory 2017, Citywealth 2016, 2017 and 2018 IFC Powerwomen Top 200 list and Citywealth 2018 Leading Lawyers list. She is recognised by Chambers HNW 2017 as an expertise in UK tax issues for non-resident clients in the region as well as Asian families with connections to the UK. She really understands the fabric of the private client market in Hong Kong .
‘China, Hong Kong and Singapore: Succession and Estate Planning - An Overview’, STEP London - 4 October 2017, panellist
‘Family offices in Mainland China, Hong Kong and the rest of Asia’, STEP Asia Conference - 2016
‘UK tax update: Residential Property and Non dom rules’, STEP seminar - September 2016
‘UK tax changes to residential property’, IPG seminar - April 2016
‘UK commercial real estate investment’, Withers seminar - January 2016
‘Wills with fine wine’, Hong Kong Football Club seminar - December 2015
‘Update re UK tax issues’, Seminar for J P Morgan - September and December 2015
Drafting legislation to establish a single family office platform for a middle eastern financial centre.
Trust and estate planning for a prominent Asian family in conjunction with family law advice in advance of a member of the family’s marriage.
Advising seven members of an Asian family spanning 2 generations in relation to the setting up of a private trust company ( PTC ). The PTC acts as trustee of a master trust which will hold the family office, the family business and the family investment entity. The beneficiaries of the master trust are a series of ‘feeder’ trusts established for the benefit of the family members and a number of charitable entities. The family have also established a sophisticated governance structure including a family council and family constitution.
Advising a Middle Eastern family in connection with the review of the various family structures and the ownership of family assets following the sudden death of the patriarch, including considering, in conjunction with Counsel, whether any transactions entered into by the patriarch were caught by the death sickness rules.
‘Cross-Border Wills And Their Increasing Importance’, Wealthbriefing - November 2017, autho
Society of Trust and Estate Practitioners - member of the board of the Hong Kong branch
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