Individuals

Meet the team

Katharine Lindley

Hello, I'm Katharine Lindley

Head of Advice & 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

Autumn Statement 2023

The Autumn Statement and what it means for you at a glance.

4 min read

Financial Planning

Tax rates & allowances

How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2023 to 5 April 2024.

5 min read

Blog

Spring Budget 2023: what does it mean for your finances?

Moves to boost tax breaks on pensions, ease childcare costs and support household energy bills.

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Blog

Autumn Statement round-up

Chancellor seeks to repair UK’s tarnished economic reputation with package of tax rises and spending cuts.

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