Supporting diversified businesses with tax and succession planning. Specialising in the tourism, hospitality, and food & drink sectors.
Kate joined Albert Goodman in 2018 and is based in the firm's Weymouth office. With more than 20 years' experience in practice, Kate works closely with owner-managed businesses and diversified rural enterprises across Dorset and Somerset. She prides herself on building long-term relationships with clients, taking the time to understand their businesses, ambitions, and personal objectives so that advice is tailored to their individual circumstances.
Kate advises a wide range of businesses, with particular expertise in furnished holiday lets, commercial property and the hospitality sector.
As a Chartered Tax Adviser, Kate enjoys working closely with family businesses, helping them navigate the opportunities and challenges that arise throughout their journey. From start-up and growth to succession planning and retirement, she provides practical tax advice that helps clients minimise tax and preserve wealth for future generations.
Clients value Kate's practical, straightforward approach and her ability to explain technical matters in a clear and accessible way. She believes the best advice comes from understanding the bigger picture and working alongside clients as a trusted adviser throughout every stage of their journey.
Outside of work, Kate enjoys spending time with her two children, walking her black Labrador, Milo, along the Dorset coastline, and entertaining family and friends.
