Overview

Catherine leads Burges Salmon’s philanthropy team and is a partner 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 .
 

What others say...

She has expertise on South African matters that is second to none. She has great technical skills, she is very good at communicating with clients and she is also very good at turning things around quickly.
Chambers 2021