I work with my clients and their families to help them achieve their succession planning aims. I also support charity trustees on all aspects of governance.
I am recognised for developing and maintaining long lasting client relationships which ensure I understand my clients, their motivations and their long term aims and can provide bespoke, client centric advice and solutions.
I am ranked as a leading individual in the Legal 500 UK 2024 directory for the practice areas charities & not-for-profit (SE) and personal tax, trusts & probate: Kent, Surrey, Sussex.
Areas of expertise:
- Wills, succession and tax planning
- Private trusts
- Powers of attorney
- Advising executors and trustees on responsibilities and obligations
- Declarations of trust and loan arrangements
- Charitable governance for charitable companies, trusts, unincorporated associations and charitable incorporated organisations
- Succession planning with business and agricultural assets
- UK/ French cross border planning
- Family enterprises
Qualifications and memberships
- Admitted as a solicitor in October 2007
- STEP
- Society of Trust and Estate Practitioners
- The Probate Section
- The Charity Law Association
If I'm unavailable, please contact:
Katie Belsom
My experience
Longstanding adviser to trustees of a substantial trust involving complex assets and a large group of beneficiaries with varying needs and expectations.
Advised a charity on varied governance matters including trustee responsibilities and governance, charitable objects and collaborative working.
Advising on inheritance tax planning and maximising business and agricultural property reliefs in relation to a substantial landed estate with trust and personal ownership.
Supported a charity on a merger with another organisation.
Wills and succession planning for high net worth couple with significant assets and complex family arrangements to ensure inheritance tax planning while retaining asset protection.
Advising a family business owner on succession planning for the business working closely with our corporate team with whom we ensure a holistic approach for clients.
How we made a difference
Kate Arnold is excellent in terms of well rounded advice, approach and execution.
Kate Arnold has a high level of technical knowledge and a collaborative communication style.
Kate is very knowledgeable and ready to offer the range of paths that we can look at.
Kate was easy to deal with, efficient and got the job done.
“Kate's service has been excellent, providing a high level of professionalism combined with care, sensitivity, consideration and understanding during a highly emotional period of time in our lives.”
Chambers High Net Worth Guide 2023
“Kate's service has been excellent, providing a high level of professionalism combined with care, sensitivity, consideration and understanding during a highly emotional period of time in our lives.”
Chambers High Net Worth guide
Kate Arnold is willing and able to explain the legal aspects of private wealth issues, particularly concerning wills and succession planning, and then deliver to an agreed strategy. Very friendly and approachable manner.
Legal 500 2022
Kate Arnold has been assiduous, patient and precise throughout many months of effort.
Thank you for explaining things in such a clear way to really help me feel comfortable with the somewhat complex situation arising following my husband's death.
My thinking
Awards
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