Carol Katz, Managing Associate, Professional Support Lawyer, Mishcon Private

Carol Katz

Legal Director

Personal Profile

Carol is a Legal Director in the Tax and Wealth Planning group in Mishcon Private, with over 15 years' experience advising on tax, trusts, philanthropy and family governance. While in practice, her particular specialism was advising non-UK residents on their exposure to the UK tax rules, focussing primarily on high and ultra-high net worth individuals and trustees.

She supports the Tax and Wealth Planning team on all technical, legal, regulatory and policy issues and ensures that the team is kept abreast of the latest legal decisions, HMRC practice and global tax transparency initiatives. Her role encompasses mentoring, training and acting as in-house counsel to the lawyers in the Tax and Wealth Planning group. Having previously worked at Barclays Wealth as the sole tax expert for the global Barclays trust business, as well as practising law at other law firms, she provides client-centric guidance to the group on a wide range of technical issues. 

Carol is also a governor at a local primary school and a Social Mobility Ambassador for the Law Society, regularly talking to schools and universities about a career in law.  She is a member of the Society of Trusts and Estates Practitioners and a Notary Public.

Career History

Managing Associate, Mishcon de Reya LLP
Director, Barclays Wealth
Vice President, Barclays Wealth
Senior Associate, Forsters
Associate, Harcus Sinclair
Associate, Macfarlanes
Associate, Monro Fisher Wasbrough
Trainee Solicitor, Monro Fisher Wasbrough
Exeter University, Law (LLB)

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