Katie Foan

Katie Foan

Job Title

Associate Solicitor

Direct Number

01903 706969

Email Address

Fax

01903 229172

Department/s

Wills, Trusts and Probate Services

Download vCard

Katie Foan

Overview

Katie is a solicitor in the Wills, Trusts and Probate Services team.

Katie graduated from University College Northampton with first class Honours Degree in Law before passing the Legal Practice Course in Guildford and being awarded her Diploma (with commendation).

Katie began her training contract with Bennett Griffin in 2006 and qualified as a Solicitor in the Wills, Probate, Trusts, Tax and Elderly Client Services Department in July 2008.

 Katie has been fortunate enough to travel quite extensively in Europe and America and particularly enjoys skiing.

 

Qualifications

Recent Cases

Mrs B sadly lost her husband who had always dealt with their financial affairs. Bennett Griffin were appointed as Executors to deal with the administration of the estate, to relieve Mrs B of such a demanding role as such a difficult time. Mrs B had no family in the country and therefore asked Bennett Griffin to be her Attorneys, which we were happy to do. I therefore prepared a Lasting Power of Attorney for Mrs B which enabled me to deal with Mrs B’s financial affairs on her behalf. This practical assistance put her mind at rest and relieved her of the unnecessary stress and worry that she experienced at such a difficult time. Mrs B found it extremely difficult to cope with the loss of her husband and subsequently went into care, following a number of recommendations from a trusted third party who was also able to carry out a Care Review and offer counselling. The Lasting Power of Attorney enabled me to consider the financial implications of her long term care needs due to her change in circumstances. I was able to place the property on the market, deal with the utilities and general upkeep of the property, whilst keeping Mrs B fully informed of the decisions being made. Mrs B has sadly now passed away and Bennett Griffin were also appointed as Executors of her estate, following the assistance provided to Mrs B during her lifetime.

When Mr F came to see me recently to discuss making a new Will, we discussed the assets in his estate for Inheritance Tax purposes. Having recently inherited from his late sister’s estate, Mr F’s estate exceeded the current Inheritance Tax threshold, leaving an Inheritance Tax liability of £40,000. I advised Mr F that if he executed a Deed of Variation, redirecting part of his inheritance to his children, then his Inheritance Tax liability would be significantly reduced. Mr F was also able to benefit from independent financial advice provided by BG Wealth, the Financial Planning arm of Bennett Griffin.

Areas of Expertise

Her areas of specialism include:

Wills and Codicils

Powers of Attorney

Court of Protection work

Advance Directives/Decisions (Living Wills)

Memberships