Katie Coates
Katie Coates
Senior Solicitor
0141 221 8012
kco@bto.co.uk

Katie is a Senior Solicitor in the firm’s Private Client Team. Katie principally advises private individuals and their families on how best to achieve their aims in their personal affairs, including the preparation of Wills, Trusts and Powers of Attorney.

Katie has a vast experience in executry administration for both testate and intestate estates. She also has a depth of knowledge in dealing with the winding up of high value estates subject to Inheritance Tax, including dealing with the various aspects of reporting to HMRC which are mandatory in such estates. Katie can advise on the options open to beneficiaries in terms of the variation of estates and future planning for the passing of wealth on to the next generations.

In addition to this, Katie advises clients on Inheritance Tax, Capital Gains Tax and Income Tax, and in particular the possible estate planning options open to them.

Katie also has a wide experience in adults with incapacity matters, including the administration of Powers of Attorney, and the application and administration of Guardianship orders. In addition, she also prepares professional court reports necessary to accompany financial guardianship applications.

Katie is a Notary Public and a full member of the Society for Trust and Estate Practitioners (STEP), having completed her Diploma in 2017.

Blog Posts by Katie

Do I have to act if I am appointed as an Executor?

Do I have to act if I am appointed as an Executor?

So you are appointed as an Executor. Now what? Katie Coates and David White outline the various options you have for accepting or declining an appointment as an Executor. The election ...

A Grandparent’s guide to gifting

A Grandparent’s guide to gifting

Katie Coates provides an overview of the gifting allowances for Inheritance Tax which grandparents (and other individuals) can utilise to make smaller gifts and which will not have an impact ...

What happens if you die without making a Will in Scotland?

What happens if you die without making a Will in Scotland?

At the moment we are facing an unprecedented set of circumstances which we are all largely unprepared for. Understandably there is anxiety relating to the future and about what we ...

Funeral Instructions… why leave it up to chance?

Funeral Instructions… why leave it up to chance?

Katie Coates discusses funeral instructions and how providing guidance and clarity to loved ones regarding your funeral wishes can help them at a time when they are dealing with their ...