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.