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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, capital gains tax, trusts and estate planning ensures CKLG Accountants provides a professional service to individuals for all their personal tax planning, estate and wealth management requirements.
 

Katie balances her busy work life as a Director with being a mum to her two young boys and training at the gym. She very much enjoys relaxing holidays with her extended family and trips away with her best friend.
 

Katie's expertise:

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

Qualifications:

MA (Cantab), CTA, ATT

GET IN TOUCH WITH KATIE

 

01223 810 100
Katie Holmes CTA, ATT - Linked In