Kate Caldwell

Kate is a senior associate (New Zealand qualified) and specialises in the international elements of UK taxation, trust law and asset structuring. Kate predominantly acts for high and ultra-high net worth individuals and families with intricate multi-jurisdictional affairs. She has extensive experience in providing complex cross-border tax and succession planning advice, and has developed a particular expertise in advising international family offices. · Irwin Mitchell

EnglandPrivate Client, Tax

About

Senior Associate (New Zealand qualified) at Irwin Mitchell specialising in the international elements of UK taxation, trust law and asset structuring, acting predominantly for high and ultra-high net worth individuals, families and international family offices. She has extensive experience advising on complex cross-border tax and succession planning, with a particular focus on US/UK cross-border matters and clients from the Middle East and continental Europe.

Practice areas

Private ClientTaxTrustsAsset StructuringCross-Border TaxSuccession PlanningWealth ManagementFamily Office Advisory

Office

England

Irwin Mitchell · Kate is a senior associate (New Zealand qualified) and specialises in the international elements of UK taxation, trust law and asset structuring. Kate predominantly acts for high and ultra-high net worth individuals and families with intricate multi-jurisdictional affairs. She has extensive experience in providing complex cross-border tax and succession planning advice, and has developed a particular expertise in advising international family offices.

England

Expertise

US/UK Cross-Border MattersInternational Family OfficesHigh and Ultra-High Net Worth Individuals and FamiliesClients from the Middle EastClients from Continental EuropeWorldwide personal and private wealth structuring

Admissions

Qualified in New Zealand
Full member, STEP (Society of Trust and Estate Practitioners)