Catherine Rogers

The majority of Catherine's work focuses on individuals and families whom she advises on succession planning and associated risk management. This includes technical advice on the most tax-efficient means of passing assets to younger generations but also practical advice, for example, facilitating a discussion between parents on the arrangements for guardianship of their young children in the event of their deaths.

Catherine also advises trustees on their duties and responsibilities as well as beneficiaries on their entitlement, and rights they may have to information. This often requires sensitive consideration of family politics and relationships as well as the ability to navigate complicated trust documents, tax issues and historic papers. The practical aspects of succession planning also form part of Catherine's expertise, such as managing the administration of estates (probates). Catherine's experience covers both large and small probates, dealing with assets including for example, landed estates, farmland, valuable chattels and collections of chattels, trust assets and investment portfolios. This work often involves building relationships with the next generation of a family and being part of a team of advisers that helps them negotiate their new-found responsibilities. The issue of mental capacity touches on much of the work in which Catherine is involved and she is able to negotiate these issues sensitively and knowledgeably. These may be issues arising from old age, accident or addiction.