Kate Newton

Legal Director - Estate Planning

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"I am an estate planning lawyer with a special interest in wills, trusts and estate planning, in particular assisting families with establishing and running trusts created by wills.”

I have over 20 years experience of all aspects of wealth and succession planning matters. I advise both individuals and families on their succession requirements which are often achieved through the preparation of wills and trust structures.

I advise on lifetime trust creation and the administration of ongoing trusts.

I have significant experience of advising executors and trustees of wills which establish trusts and assisting families with the implementation of estate planning incorporated into wills.

I have a key role in the technical development of the team and chair the team’s Technical Development Committee. I also have a key role in the development of planning strategies and legal precedents used by the team.

I am a member of the Society of Trust and Estate Practitioners.

  • Restructuring of trusts holding shares in a family company with significant value to achieve a family-wide inheritance tax saving
  • Restructuring trusts created by wills to enable the residence nil rate band to be claimed
  • Restructuring trusts established by wills for succession planning and asset protection purposes
  • Advising families, executors and trustees on estates where shares in a family company are directed into a trust established by a will
  • Preparing a deed of variation to redirect an estate into a spouse-exempt trust to prevent an inheritance tax liability

More about me

Favourite place

Mevagissey, Cornwall


Aerobics, yoga and cross-stitch

Interesting fact

I enjoy motorhoming with my family, especially touring Europe

Favourite book

Persuasion by Jane Austen

"They are exceptionally professional in their approach and any questions are answered without delay"

Legal 500

Meet the team