Individuals

Meet the team

Katharine Lindley

Hello, I'm Katharine Lindley

Chartered Financial Planner

Katharine started her career in 1998 in PwC’s financial planning team. She joined EQ Investors from Tilney Bestinvest where she worked closely with investment managers and professional advisers to deliver cohesive financial plans for clients. Katharine’s areas of expertise are wealth management, retirement planning and pensions, investments, estate planning and tax planning. She is a Chartered Financial Planner, Certified Financial Planner, Taxation Technician Fellow and Chartered Tax Adviser. Away from the office, Katharine enjoys spending time with family, gardening, theatre and is learning the piano after a 30 year break. Katharine is a charitable trustee of the Association of Taxation Technicians and represents them on technical pension discussions with HMRC and HM Treasury.

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My latest content and recommended reading

Blog

National Insurance and dividend tax rises – what you need to know

The Prime Minister has announced plans to raise National Insurance rates by 1.25 percentage points for employers and employees, with tax on share dividends rising by the same amount.

3 min read

Webinar

Webinar: Planning for retirement

Recorded on 5 May 2021, this webinar outlines the benefits of planning ahead for your retirement, and how we can help you.

2 min read

Blog

Budget 2021: Chancellor navigates fragile public finances

Rise in corporation tax and freeze on personal tax thresholds.

3 min read

Case Study

Avoiding the 60% tax trap

Ellen is the chief executive of a design agency with an income of £125,000 p.a. in the current tax year.

3 min read

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