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Kate Rutherford is a Probate Solicitor based in Bristol having trained and qualified with Co-op Legal Services.
Kate specialises in dealing with more complex Probate cases, often involving high value Estates, foreign assets, businesses and complex intestacies. She advises clients on a range of tax implications arising from Estate administration, in particular Inheritance Tax, Capital Gains Tax and Income Tax.
She has dealt with many unusual Court applications and scenarios, and provides regular support and guidance to colleagues within the department.
Kate prides herself on her professionalism, efficiency and time management. She works hard to form close relationships with her clients, keeping them regularly informed and updated in a way that means they always have a clear understanding of what is happening.
Kate helped a client save around £130,000 in Inheritance Tax liabilities by transferring his late father’s nil-rate band to his mother’s Estate. Following a late instruction there was a very tight deadline of just one month to claim the transfer, but Kate successfully prepared the return, obtained a Grant of Probate and administered the Estate. Read the Case Study in full.
Kate has dealt with multiple cases where the deceased was in receipt of music and/or performance royalties. She works closely with HMRC’s Valuation Department to agree royalties’ capitalisation calculations for Inheritance Tax purposes.
"I want to thank you for everything you’ve done during the last year. My sister and I feel that no-one could have been a better navigator. You steered us through the whole process with great professionalism and skill. Probate was a mystery to us, but you explained every step with great clarity: superb communications." Mr S.
"It has been all of your carefulness and kindness that I will always remember and this has meant the most to me. I will recommend your company without hesitation." Vicky Howard, London
"Your communication whilst handling the Estate of our late mother has been first class and has made the process very easy to follow and understand." Anonymous
"We’ve received an excellent service throughout the process. To know that everything is in good hands makes a horrible time a lot easier!" Anonymous
"Thanking you for all of the help and guidance you have given over the last year. Your calm, comforting manner, has helped me cope with my loss." Anonymous
Kate did her Law Degree at the University of the West of England, Bristol, graduating with a 2:1.
She began working at Co-op Legal Services in 2007 while studying for her Legal Practice Course on an open learning basis at the University of the West of England, Bristol.
She began her training contract with Co-op Legal Services in 2011, doing seats in Personal Injury, Employment and Probate. She qualified as a Solicitor in 2013.
Solicitors Regulation Authority
When Not Working
Kate has a young daughter who keeps her very busy but when time allows, she enjoys walking, baking and reading.