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Catherine Rogers

Associate

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Practice areas

  • Private Client Services

Catherine advises predominately UK-domiciled clients on all elements of succession planning, including preparing wills and advising on guardianship, trusts and powers of attorney. Catherine also advises on complex probates and the long-term management and operation of trusts.

An associate in the Private Client team, Catherine is practical and approachable and builds constructive and efficient working relationships with clients and their other advisers.

Much of Catherine's work is for high net worth and ultra-high net worth individuals and families who are concerned with preserving their wealth and maintaining family relations when passing assets from one generation to another. This takes careful long-term planning and assets might include property, businesses, chattels, pension benefits, royalties or investments. Catherine works for clients including entrepreneurs, senior City executives, high-profile celebrities, rural estate owners, artists and family business owners.

Catherine is pragmatic and commercially minded. She is personable, diplomatic and motivated by engaging with clients and collaborating with them and their existing advisers. Catherine explains complex legal issues in clear, concise language.

Catherine collaborates with colleagues throughout the firm to achieve the best outcome for her clients. For example, advising the trustees of a family trust in relation to the sale of a family business (by the firm's Corporate team) in which the trust owned a stake. This work also involved working with the firm's Family team to ensure sale proceeds received personally by family members (as well as other assets) were suitably protected.

Catherine qualified as a solicitor in 2013.

Expertise

Trustees

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.

Memberships & Accolades

In September 2016 Catherine was named one of Private Client Practitioner’s top 35 private client professionals aged under 35.

Catherine went to Manchester University and then BPP Law School in London. After joining Farrer & Co as a trainee in 2011 Catherine qualified as a solicitor in 2013.

Before becoming a solicitor Catherine worked in retail and as a freelance fashion stylist before going to law school in 2008, working as a paralegal for a television production company in 2010 and joining the firm in 2011 as a trainee.

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