Kate handles all aspects of cross-border tax structuring for UK-headed and non-UK headed groups. She is particularly knowledgeable in UK DPT provisions, CFC regime, loan relationship anti-avoidance provisions and the new interest limitation rules. She regularly assists multinational companies with the design of their global holding and financing structures.
Kate is a chartered accountant and chartered tax adviser with nearly 20 years' experience in tax-related matters. Prior to joining the Firm, she spent seven years as a partner at a Big Four accounting firm. Kate has been heavily involved in the OECD Base Erosion Profit Shifting initiative, assisting clients in determining potential implications for their businesses. She is a regular speaker on international tax issues.
Kate's work focuses on UK and international taxation, particularly the taxation of financing and intangible property. Kate frequently acts for companies that are under enquiry from HMRC. She has extensive experience in settling open enquiries in relation to highly complex matters that span multiple years, including through Alternative Dispute Resolution and the High Risk Corporates Programme. Kate has also appeared as an expert witness in an arbitration matter heard by the World Bank International Centre for Settlement of Investment Disputes.
Kate is highly skilled in handling matters on the taxation of intangible property, including the UK Patent Box, international structuring and hub structures. She has led numerous projects to help businesses restructure their intangible property holding structures and associated supply chains.
- Ranked, ITR's Women in Tax Leaders, 2016
- Ranked, Tax Journal 40 under 40, 2012
Professional Associations and Memberships
- Institute of Chartered Accountants in England and Wales (ACA) - Member
- Institute of Chartered Tax Advisors (CTA) - Member
- University of Cambridge (Master of Arts Geography) (2000)