Sarah is a Private Client Practitioner and full accredited member of the Society of Trust and Estate Practitioners (STEP). Sarah heads the Private Client Team based in Cardiff.
Having qualified offshore Sarah relocated to the UK in 1998 where she worked for KPMG Tax advisers before moving into the legal sector. Qualifying in 2004 as a full STEP member Sarah has held senior fee earning roles in city centre practices in the North of England before moving to Wales in 2016 where she joined the Private Client team.
Sarah’s specialities cover the preparation and administration of trusts, estate and inheritance planning, preparation of complex Wills, the administration of both taxable and non-taxable estates, Deeds of Variation, the preparation of Powers of Attorney and day-to-day assistance to Professional Attorneys.
Professional associations and memberships
- Society of Trust and Estate Practitioners Diploma
- STEP Advanced Diploma in Will Writing
What you may not know about Sarah
Sarah is also a qualified fitness instructor.
My recent publications
News / Is a gift of property by an LPA attorney void or voidable?
Many of us give gifts to others throughout our lives to express our love, communicate our appreciation and show that we care. However, the provisions of the Mental Capacity Act 2005 (MCA 2005) limit an attorney’s ability to make gifts, on behalf of a Donor, under a Lasting Power of Attorney (LPA). This article discusses the different types of gifts that attorneys can make, and the consequences of making gifts that go beyond the scope of their powers.
News / Changes to probate application process and submission of inheritance tax accounts for deaths on or after 1 January 2022
On 1 January 2022, The Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2021 came into effect. They extended the 2004 Regulations so that the majority of non-taxpaying estates are no longer required to complete IHT forms in cases where a grant is required. The new Regulations serve to minimise the administrative burdens imposed on those dealing with IHT by reducing the reporting requirements for excepted estates and limiting the circumstances in which full inheritance tax accounts must be delivered to HMRC. The new Regulations, however, will only apply to estates or deaths that occur on or after 1 January 2022.
News / ‘Death in Paradise’: debunking adoption and inheritance rights myths in Christmas special
Many viewers will have tuned in to watch the BBC’s Death in Paradise Christmas special. During the episode, a wealthy shipping magnate was found dead at a Christmas party, and as the story progressed, the culprit was confronted and the mystery behind the victim’s death was revealed.