Sally is an Associate in the Tax & Trusts and Wills & Estates teams.

Since qualifying in 2009, Sally has gained experience in a wide range of private client work and now focuses on estate administration and the preparation of Wills and Lasting Powers of Attorney.

She regularly advises clients on the suitability of IPDI trust and discretionary trust Wills and is adept at drafting intricate bespoke documents tailored to the client’s specific circumstances and objectives.

Sally is also experienced in dealing with complex taxable estates and those involving charitable residuary beneficiaries.

Recent examples of Sally’s work include:

  • administering an estate of approximately £4million where the residuary beneficiaries were charities;
  • dealing with a complex intestacy;
  • appropriating estate assets to mitigate CGT liabilities; and
  • successfully claiming quick succession relief and relief for loss on sale of shares within an estate.