Bio
Sarah is a Private Client Senior Associate.
Sarah advises across a wide range of private client matters, specialising in private wealth and succession planning; will drafting and estate planning; trust creation, administration and restructuring; probate and estate administration Inheritance Tax planning; Lifetime gifting and succession planning; and Lasting powers of Attorney and deputyship applications.
She also advises on succession planning and Inheritance Tax reliefs and mitigation (including using trust arrangements to ensure ongoing financial stability) and varying wills and intestacies, alongside acting as a professional Power of Attorney for clients (including assisting with the management of personal finances, and ensuring that Local Authority funding is in place where required).
Examples of Sarah’s work include:
- Registering Enduring Powers of Attorney with the Office of the Public Guardian where the donor has lost capacity.
- Assisting named Attorneys with the financial and care needs of those they look after.
- Putting Powers of Attorney in place for property and finance and health and welfare.
- Administering complex estates involving historical issues and various overseas assets.
- Dealing with an intestacy where there were many beneficiaries and instructing genealogists to identify those entitled to the estate.
- Advising clients on wills to ensure their legacies are tax-efficient and aligned with their wishes.