Kate originally joined M+A Partners in 2017, bringing with her extensive experience in taxation gained across both general practice and industry. After a period working outside the firm, she returned to M+A Partners, where she continues to support clients with her technical expertise, personable approach and commitment to delivering a high level of service.

Kate specialises in private client taxation, with particular expertise in Inheritance Tax (IHT), probate and estate administration. Her experience includes preparing personal tax returns, IHT returns and probate applications, estate administration, estate accounts and tax reporting, as well as advising on Wills and Lasting Powers of Attorney.

She qualified as a member of the Association of Taxation Technicians (ATT) in 2017 and became a member of the Society of Trust and Estate Practitioners (STEP) in 2024.