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Katherine Forster, Associate, Mishcon Private

Katherine Forster

Associate

Personal Profile

Katherine has been an Associate in the Private department since 2007. Katherine acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax, wills, trust and estate planning matters, assisting clients for whom wealth preservation is key. Katherine acts as a trusted adviser to individuals, families, trusts and family businesses both in the UK and internationally. Colleagues and clients alike value her detailed technical knowledge and her experience in dealing with the most unusual cases. Katherine fosters close long-term relationships with clients, providing practical advice in relation to both legal and tax issues, both in personal as well as business situations. Discreet handling of such matters is a key part of what she does.

Katherine was named one of Private Client Practitioner’s Top 35 Under 35 2012. Katherine has been quoted in the professional press commenting on tax developments.

Katherine is a School Governor at a state primary school. Katherine volunteers with a charity for the elderly.

Katherine is part of the Social Mobility Foundation which is a charity that aims to make a practical improvement in social mobility for young people. As such, Katherine mentors disadvantaged school children who would like to become lawyers in the future.

Key Experience

  • providing essential pre-arrival tax planning advice to clients moving to the UK;
  • advising on the structuring of assets, with a view to protecting and passing down wealth, in the most tax efficient way, whilst protecting against the remarriage of a surviving spouse, a potential divorce of beneficiaries, family disputes, spendthrift beneficiaries, and taking care not to pass down too much too soon;
  • preparing a "vulnerable persons trust" for a disabled beneficiary who lacks mental capacity;
  • implementing sensitive, practical and tax efficient estate planning solutions for families where there are children from more than one relationship, including balancing the needs of the surviving spouse and the step-children;
  • preparing tax-efficient and wealth protecting wills;
  • advising on and preparing health and care and financial decisions Lasting Powers of Attorney, thus providing comfort to clients in terms of having a plan for what would happen if they lose mental capacity;
  • tax structuring advice for business owners prior to a sale of the business, both in terms of maximising the availability of business assets disposal relief for capital gains tax, as well as business property relief for inheritance tax, and implementing our recommended tax planning strategy.

Professional Memberships

Katherine is a member of The Society of Trusts and Estates Practitioners.

Career History

Associate, Mishcon de Reya LLP
Solicitor, Allen & Overy
MA (Oxon) - French and Spanish
North London Collegiate School

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