Announcement: A new Head of Private Client | Davis Blank Furniss
Karen Yates

We are delighted to announce the appointment of Karen Yates as the firm’s new Head of Private Client. Karen joins from Napthens in Preston.

Her new role will see her focusing on a variety of core work including wealth and succession planning, inheritance tax advice, trust creation and administration, wills, lasting powers of attorney and estate administration.

Karen completed her LLM Law Degree at Leeds University in 2004, she then studied for her Legal Practice Course at the BPP Law School the following year and successfully completed the Society of Trust and Estate Practioners (STEP) Diploma in 2016. The Diploma is a highly prestigious industry standard that develops a practical understanding of the law and the procedures involved in trust and estate administration, tax and accounting.

During her career Karen has worked with a number of high net worth clients, which has included drafting wills to maximise available reliefs such as Business Property Relief and Agricultural Property Relief using discretionary trusts. She has also advised on company wills to provide comfort and reassurance to both co-directors and spouses in the event of the sudden death of a company director.

Karen will be primarily based at our Manchester head office but she will also have a presence in our Glossop office.

Kate Oldfield, managing partner, commented: “We are delighted that Karen has joined the firm. She boasts a wealth of experience and a raft of fresh ideas that I know will add value to the business and, most importantly, to our clients.”

Karen added: “The opportunity to grow the Private Client team is what most attracted me to the firm. My focus is now on developing our offering and widening our client base so we become one of the leading teams in Manchester.”

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Excellent experience start to finish – always very responsive to any queries and the turnaround on the property I was buying was very quick, even in the busy time leading up to stamp duty deadline. Jenny was always very helpful and went above and beyond to close on a short timescale.

Ben Armitage

“Very approachable, practical solutions to problems, but most of all very responsive which I personally think is very important because if you need help, you need it quickly, or at least to know someone is looking at it for you”.

Joanne Rowe, Finance Director, Greater Manchester Chamber

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Nives Feely, JAM Recruitment

“I believe I have been able to establish a professional working relationship with everyone I have come into contact. Importantly, I sense the relationships which have been established give me the confidence that I can make contact with Davis Blank Furniss at any time and on any matter. I would also like to express my thanks to the very impressive “gatekeepers” who work in reception, not only for making me very welcome, but also for their professionalism”

Bill Pryke, CEO, Chartered Institution of Civil Engineering Surveyors

“Thank you for your efficient and friendly help throughout this process. We have had it easy but your approach has been part of that”.

Robert Amsbury (Conveyancing Client)

“I would like to take this opportunity to thank you personally for the ongoing support and assistance the firm has offered to our parents over the years. I hope also that we may be able to call on you if necessary in the future.”

Valerie Fisher (Probate Client)

“Jo always provides great service, understands our needs and delivers on her promises. Our needs are relatively simple but the complexity arises out of the volume of work and short time frames, Jo always delivers.”

Peter Fernandez, Corporate Director at Royal Bank of Scotland

“A big thank you to all who dealt with my wife’s claim… We would not hesitate to recommend Davis Blank Furniss to anyone that may be in a situation like we have been…”

Anon (Personal Injury client)

“Before putting my case in Kirsty (Morbey)’s capable hands I’ve met a couple of other solicitors. None of them listen to me as intently as Kirsty and showed me as much empathy and understanding as she did. Simultaneously she was able to look at my case from legal perspective, explain all the options and follow each of our meetings with written summary of the discussed matters (in timely manner). Her advice was invaluable and led me to successfully ending the case matter (hopeful for good). I’m forever grateful for he work and would definitely recommend her to anyone looking for reliable, knowledgeable and committed solicitor”.

Anon (Family client)
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