Katie Broadfield

Job Title:

Associate Director

Services:

  • Wills & Succession Planning

Profile

Originally from Cambridge, I completed an LLB (Hons) in Law Degree at Sheffield Hallam University and then moved to London to undertake the Legal Practice Course at the College of Law.

 

Following that I worked as a paralegal at Kingsley Napley Solicitors in London in the professional regulation department before joining Whitehead Monckton as a Trainee Solicitor in 2007.

 

I qualified as a Solicitor in the Tax & Estate Planning department of Whitehead Monckton in February 2009.

 

In October 2016 I was promoted to Associate Director and following the successful merger of Docklands Solicitors and Whitehead Monckton in that same year I now provide legal services to both Maidstone and London clients.

 

I have experience and expertise in:

 

I enjoy advising on tax efficient solutions and planning for the protection of clients and future generations of their families and business interests. I often act for clients at challenging times of their lives and have to deal with difficult topics such as mental incapacity and complex family dynamics.

 

I am a Full Member of the Society of Trust & Estate Practitioners (STEP), a Full Accredited Member of The Association of Lifetime Lawyers and a Dementia Friends Champion.

 

I have recently taken on the role of Training Principal for the firm and am required to manage the delivery of training for our Trainee Solicitors and be the main point of contact for them.  I take an active lead in the development of the Trainees and ensure that our training standards are being maintained.

 

When out of the office:

We have recently adopted a retired racing greyhound so walks and runs are keeping me and my family busy!

 

 

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