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PRIVATE CLIENT TEAM

CKLG Accountants

Katie is a Director for CKLG and a Chartered Tax Adviser for our Private Client Team.  Katie’s experience in personal tax, Inheritance Tax, Capital Gains Tax, and Trusts and Estate planning ensures CKLG Accountants provides a professional service to individuals for all their tax planning requirements.  Katie works closely with lawyers, and other professionsals, to ensure you recieve the best advice.
 

Katie balances her busy work life as a Director with being a mum to her two young boys. She very much enjoys going on vacations and adventures with her family.

 

Katie's expertise:

  • Personal tax planning and advice
  • Capital Gains Tax planning
  • Inheritance Tax planning and advice
  • Estate planning and retirement strategies
  • Trust tax, management and advice
  • Offshore Trusts
  • Non-UK domiciled clients and non-resident issues
  • Dual residents and double tax treaties
  • Coming to and leaving the UK
  • Business structure and transactional advice
  • Property taxation and investments

Qualifications:

MA (Cantab), CTA, ATT (Fellow)

GET IN TOUCH WITH KATIE

 

01223 810100 katie.holmes@cklg.co.uk
Katie Holmes CTA, ATT - Linked In