Collette Kerr

Collette is a chartered tax adviser who specialises in providing bespoke tax planning advice.

Collette is a Chartered Tax Adviser who specialises in bespoke tax planning and wealth structuring for high-net-worth individuals, families, and their advisers. With over 20 years’ experience in tax compliance, she provides strategic advice on personal, capital, trust, property, and inheritance taxation, helping clients preserve and pass on wealth efficiently.

She works closely with clients and professional advisers to develop tailored solutions for succession planning, inheritance tax relief (including business and agricultural property relief), and capital gains tax mitigation. Her experience spans from advising on annual exemptions to structuring multi-generational estates, family companies, and trusts.

Collette also advises on tax residency, HMRC disclosures, and cross-border tax matters. Her multidisciplinary background across legal, accountancy, and financial services enables her to deliver well-rounded, practical advice.

She is a Chartered Tax Adviser (CTA), an Associate Tax Technician (ATT), and a full member of the Society of Trust & Estate Practitioners (STEP), a globally recognised body for professionals in inheritance and succession planning.