Kate Arnold

Practice Areas

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

Professional Memberships

Qualified in September 2007

STEP

Society of Trust and Estate Practitioners

The Probate Section

The Charity Law Association

Personal

As head of the Cripps private wealth team in Tunbridge Wells, Kate works with clients and their families to help them achieve their succession planning aims. She also supports charity trustees on all aspects of governance.

Kate is recognised for developing and maintaining long lasting client relationships, to ensures she understands her clients, their motivations and their long term aims, to provide bespoke, client centric advice and solutions.

Work Highlights

Advising an international couple (wife French/ husband Italian, both UK resident and domiciled) on their Wills and succession planning, taking into account the EU impacts of the EU succession regulation.

Advising a long standing client on restructuring a series of lifetime trusts.

Working with French advisers to support a client in decisions on inheritance in France and UK legal and tax implications.

Advising the trustees of a charitable Will trust on options for best achieving the deceased’s wishes in the context of available assets.

The creation of new trusts and restructuring of existing family trusts holding family company shares prior to sale of the business.

Advising HNW worth client on appropriate management of their Wills and succession to protect against future claims by a disgruntled beneficiary.

Advising trustees of a number of linked family trusts and taking forward significant restructuring for tax planning purposes.

Setting up and providing ongoing governance advice to a number of charitable organisations.

Dealing with a complex estate consisting of agricultural and business assets and successfully arguing for and obtaining relief from IHT.

Supporting the trustees of a charity through the process of a merger, providing advice on all governance elements and legal requirements.

Providing succession, estate and tax planning advice to a client with substantial business interests.

Advising on the capital gains tax liability on the sale of a substantial residential and agricultural property and assisting in appropriate claims for PPR.

Cross-border succession planning for a non-domiciled couple with assets in a number of countries.

Acting as longstanding adviser to the trustees of a substantial trust with complex issues relating to beneficiaries and inheritance tax planning;

A number of successful claims for agricultural and business property relief for estates and trusts;

Advising clients on planning with heritage assets and on opportunities for making use of the offer in lieu process for items of national value;

Assisting in the set up of a number of grant making charitable organisations for high net worth philanthropists and providing ongoing governance advice to those organisations.