We are delighted to announce the appointment of Karen Yates as the firm’s new Head of Private Client. Karen joins from Napthens in Preston.
Her new role will see her focusing on a variety of core work including wealth and succession planning, inheritance tax advice, trust creation and administration, wills, lasting powers of attorney and estate administration.
Karen completed her LLM Law Degree at Leeds University in 2004, she then studied for her Legal Practice Course at the BPP Law School the following year and successfully completed the Society of Trust and Estate Practioners (STEP) Diploma in 2016. The Diploma is a highly prestigious industry standard that develops a practical understanding of the law and the procedures involved in trust and estate administration, tax and accounting.
During her career Karen has worked with a number of high net worth clients, which has included drafting wills to maximise available reliefs such as Business Property Relief and Agricultural Property Relief using discretionary trusts. She has also advised on company wills to provide comfort and reassurance to both co-directors and spouses in the event of the sudden death of a company director.
Karen will be primarily based at our Manchester head office but she will also have a presence in our Glossop office.
Kate Oldfield, managing partner, commented: “We are delighted that Karen has joined the firm. She boasts a wealth of experience and a raft of fresh ideas that I know will add value to the business and, most importantly, to our clients.”
Karen added: “The opportunity to grow the Private Client team is what most attracted me to the firm. My focus is now on developing our offering and widening our client base so we become one of the leading teams in Manchester.”