Katie is a partner in the private client and tax team.
She moved from the London office to Hong Kong in 2010, and is currently the regional divisional leader for the APAC private client and tax team. 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 currently Chair of STEP’s Hong Kong Branch, and is also named as a leading individual for private client/wealth management in Chambers HNW 2016-2022 and Legal 500 2023, Citywealth’s 2016-2018 IFC Powerwomen Top 200 list and Citywealth’s 2018 to 2021 Leading Private Client Lawyers list. She is recognised by Chambers HNW as an expert 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".
Katie is currently Chair of STEP’s Hong Kong Branch, and is also named as a leading individual for private client/wealth management in Chambers HNW 2016-2022 and Legal 500 2023, Citywealth’s 2016-2018 IFC Powerwomen Top 200 list and Citywealth’s 2018 to 2021 Leading Private Client Lawyers list. She is recognised by Chambers HNW as an expert 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".
Recent recognition
Me in a minute
I advise families and individuals in relation to their estate and succession planning
Having lived all my life in the UK, my family and I moved to Hong Kong in 2010. I advise families and individuals in relation to their estate and succession planning, with a view to ensuring the smooth transition of wealth from one generation to the next. My clients range from those needing comprehensive wills to billionaire families with complex assets and family members based in a number of locations. It has been a great experience to be in this part of the world and be part of the firm's exciting expansion across Asia.