Kate joined M+A Partners in 2017, having previously worked for a large regional accountancy firm for 10 years. She originally trained in industry, and then general practice, before specialising in private client taxation including estates and inheritance tax.
Kate provides compliance and advisory services for a wide range of clients, including HNW individuals, sole traders, trusts and estates.
Kate qualified as a member of the Association of Taxation Technicians (ATT) in 2017 and the Society of Trust and Estate Practitioners (STEP) in 2024.