Podcasts
Death and Taxes S3:E4 – Inheritance tax: what is it? Part two – a deep dive into reliefs
26 March 2024
About
Sarah is a private wealth lawyer, with a particular focus on tax, trust and estate planning.
Her practice specialises in advising on the inheritance tax, capital gains tax and stamp duty land tax treatment of succession planning with a view to asset protection. She also leads on the preparation of wills, lifetime trusts and partnerships to implement such structuring.
Sarah prepares Lasting Power of Attorney applications and has a particular interest in wider issues relating to capacity. She is a member of STEPs Mental Capacity Special Interest Group.
She acts for high-net-worth individuals, families, entrepreneurs, landed estates and family businesses. Her clients include those in the UK as well as international clients requiring specialised UK tax advice.
Sarah is an associate and has been a guest speaker on the Burges Salmon “Death & Taxes – and everything in between” podcast.
Experience
- Family office: Working alongside a family office to establish the client’s interests in multiple family trusts with a combined value of over £140 million for use in the client’s pre-marital agreement.
- Family business: Providing tax advice on the share re-organisation of well-known family business with an annual turnover of over £155 million.
- International clients: Advising international clients on the requirements to become non-UK resident and the tax implications of such a move.
Credentials
- Admitted as a Solicitor: England and Wales (2021)
- STEP Advanced Certificate in the Administration of Estates (2022)
- STEP Advanced Certificate in the Administration of Trusts (2022)
- STEP Advanced Certificate in the Taxation of Trusts and Estates (2023)
Latest thinking from Sarah
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Podcasts
Death and Taxes S3:E2 – Inheritance tax: what is it? Part one – the basics and jargon
20 February 2024
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