Katie specialises in contested wills, disputed estates and the removal and substitution of executors. Katie also advises on professional negligence claims particularly in relation to the drafting of wills and the administration of estates. With her agricultural background, Katie also has a keen interest in disputes with an agricultural aspect.
She advises on claims concerning the validity of wills, disputed estates, disputed lifetime and post-death property transfers, the rectification of wills, claims under the Inheritance (Provision for Family and Dependants) Act 1975 and the removal and replacement of executors. She advises on professional negligence claims against solicitors arising out of these areas of work.
Katie also deals with disputes which arise within an agricultural setting and has keen interest in agricultural proprietary estoppel claims and agricultural partnership disputes.
She has recently been named as one of the 2018 ePrivateClient Top 35 Under 35 for the work she has done in contentious probate. The Top 35 Under 35 initiative is designed to identify, recognise, promote and introduce the rising stars of the Private Client practitioner community.
Recently dealt with two proprietary estoppel claims of note, both of which involved a farm belonging to the Deceased. The competing claims of the non-farming and farming members of the families had to be balanced and both claims settled out of Court. The claims required us to be creative in our thinking when trying to achieve a settlement, which is only possible with our agricultural sector knowledge and a proper understanding of how things work ‘on the ground’.
Successfully secured the removal of an executor and obtained a costs order imposing a personal costs liability against the removed executor.
Having advanced a case that a will had been negligently drafted by a firm of solicitors, Katie successfully negotiated a Deed of Variation with two well-known national charities so as to re-direct the entire Residuary Estate to her client.
Katie has recently settled a professional negligence case against a firm of solicitors which resulted in the client receiving damages from the opponent.
Montgomery v Brown  EWHC 875 (QB)
Morris v Davies & 4 others  EWHC 1773 (Ch)
Wharton v Bancroft & Others  EWHC 3250 (Ch)
Katie graduated from Coventry University with LLB (Honours) and studied her LPC at the College of Law, Birmingham. Katie trained with the firm and qualified into the litigation department in March 2011.
Member of the Agricultural Law Association, the UK’s largest inter-professional organisation devoted to the law and business of the countryside. Katie is working towards her membership of ACTAPS, the Association of Contentious Trust and Probate Specialists. Katie is also a member of STEP Contentious Trusts and Estates Special Interest Group.
In her spare time Katie enjoys weekend visits to her Dad's working farm and is a keen baker and cake decorator.