Katherine is a partner in the Wills, Probate and Estate Planning team based in Epsom. She specialises in Wills, trusts, powers of attorney, estate administration and Court of Protection matters. She is used to dealing with matters from the straightforward to the complex and has a friendly and practical approach.
Katherine qualified into this area as a solicitor in 1999 and her experience has been further strengthened by becoming a member of the Society of Trust & Estate Practitioners (STEP) and also Solicitors for the Elderly (SFE).
Clients have referred to Katherine as “efficient but managing the process with patience and sensitivity”, as “knowing the ins and outs in a thoroughly competent and timely manner” and “prompt and diligent”.
Katherine studied law at UWE Bristol, graduating in 1996. She took the Legal Practice Course at Bournemouth University (Nottingham Law School programme).
Katherine trained at a law firm on Richmond Green and continued her career at firms in Islington, Mayfair and Wimbledon. Katherine is a partner at Peacock & Co.
Katherine is comfortable in advising on matters ranging from multimillion pound estates to something more modest – it is more about giving the right advice to that client and ensuring they have their estate planning documents in place.
However, some of Katherine’s career highlights include:
- Preparing Wills for those clients with vulnerable or disabled beneficiaries
- Administering estates and obtaining Grants of Probate with a foreign element
- Putting in place Statutory Wills at the Court of Protection (a Will for someone who no longer has the mental capacity to put one in place themselves)
- Re-sealing foreign Grants of Probate in the UK to release UK assets
- Advising on lifetime Inheritance Tax planning
Katherine lives in Wimbledon. She is kept occupied by her daughter and twin sons. When she has the time, she enjoys spending time with her book club group and attempting to learn to play the piano.
“I appreciated so very much your patience and good humour. I don’t know how I’d have managed without you. I would certainly have been a great deal more stressed.”
“Once again many thanks for all your efforts with my Will, I have found the service provided to have been both prompt and diligent and I have been most impressed – you are certainly a credit to the firm.”
“My solicitor, Katherine, has been responsive and diligent during a long and complicated process to release funds from a dormant trust fund. I recommend her wholeheartedly.”
“[We] are all so grateful to you for your help in guiding us through the whole process in a most professional, sympathetic and friendly manner and we confirm that we are happy for you to now close your files in this respect. We shall have no hesitation in recommending your service to any of our friends and acquaintances who may need legal help in the future.”
“My Husband and I both had our wills redone with Katherine Carroll. Couldn’t have asked for a nicer person who explained everything in language that we could understand. Would highly recommend her.”
“You have both made the whole process much easier and much less complicated than we thought it would be!”