Kate entered the tax world by chance when she was 17 and filling a temporary role for a bank with an investment arm. She fell in love with it straight away, quickly qualifying as an Associate of Taxation Technicians (ATT).
Since joining Jerroms in 2007 and qualifying as a Chartered Tax Adviser (CTA) in 2010, Kate has been head of tax for the wider Jerroms group. Specialising in advisory work, she has a particular passion for private client planning, capital gains tax and corporate restructuring.
She loves building a relationship with clients and being able to offer them tax solutions. Kate has a young daughter and a cocker spaniel, so spends much of her free time outdoors, whatever the weather! She enjoys hot yoga, shopping and travel, ideally to somewhere hot with a cocktail or two.