Katie Holmes CTA, ATT

Private Client Team

Private Client Team

Katie works alongside Janet Cronk in the Private Client Team and helps high net worth individuals with personal tax planning and wealth management. 

Experience

Katie works as Senior Tax Manager in the personal tax team. Katie qualified as a Chartered Tax Advisor at a large national practice, having completed her degree at Cambridge University.  Katie’s experience is in personal tax, capital gains tax, trusts and estate planning.

Katie's Expertise Covers:

• Personal tax and wealth management
• Capital gains tax planning
• Trust management and advice
• Estate planning and retirement strategies

Qualifications:

• BA (Hons)
• MA (Cantab)
• CTA
• ATT