Overview

Catherine leads Burges Salmon’s philanthropy team and is a director in the firm’s private client team.

Catherine specialises in international tax, trusts and estate planning advice for a wide range of clients, from high net worth individuals to leading private banks and other financial institutions. Catherine has a particular focus on advising trust companies on likely risk areas, clients with a South African connection and philanthropy.

Experience
  • Advising trustees on likely risk areas including fiduciary, tax, compliance and reputational risk associated with acting as trustee of complex structures.
  • Advising on all areas of philanthropy including establishing and running private charitable foundations.
  • Establishing offshore trust structures for non-UK domiciled individuals and advising on associated UK tax consequences for the settlor and beneficiaries.
  • Drafting complex trust deeds and advising trustees on their duties and responsibilities arising from the administration of such trusts.
  • Advising trustees on their UK tax and reporting obligations arising from the administration of offshore trusts with UK connections such as UK resident beneficiaries or UK assets .