Kate Johnson

Kate advises domestic and international clients on personal tax, trust, estate planning and succession issues. Her clients include individuals, trustees and charities often with multi-jurisdictional assets owned via complex trust and corporate structures. She works closely with her clients and their advisors to mitigate tax and plan for the future.

Kate has particular experience advising on planning for exiting family businesses, charitable foundation formation, succession and legacy planning for artists, onshore and offshore tax planning and trust structuring, and planning for moving to or returning to the UK. Kate also frequently advises clients with charitable or valuable art interests.

• Advising family shareholders on tax and estate planning in advance of the sale of the family business.
• Advising on the formation and administration of charities as charitable incorporated organisations, companies limited by guarantee or trusts.
• Drafting wills for testators with overseas assets.
• Advising on cross-border succession planning for clients with assets, business interests and charitable interests in multiple jurisdictions.
• UK tax and remittance planning for individuals moving to or returning to the UK.
• Advising trustees and family members of large and diverse landed estates on trust law issues, succession planning and tax planning.

Kate is a STEP (Society of Trust and Estate Practitioners) member, having obtained a distinction in her exams.

Kate has won awards throughout her career, including eprivateclient’s Top 35 Under 35, Tax and Estate Planning Lawyer of the Year in the Women in Law Awards, and Citywealth’s Lawyer of the Year (Senior/Managing Associate). Kate has also been named in Citywealth’s Top 100 Private Client Lawyers and in The Legal 500 as a key lawyer for Personal Tax, Trusts and Probate.