Sarah Bacon

Areas of expertise

Family office services; inheritance and capital taxes; wealth protection and estate planning; landed estates.

Experience

Sarah has more than 30 years’ experience managing the tax affairs of a diverse portfolio of private clients. This includes multifaceted partnerships, corporate partners, sole traders, farms, high-net-worth families and individuals.

As a trusted adviser to her clients, Sarah engages with them in all aspects of their tax affairs; including annual compliance requirements, tax planning, cashflow modelling and succession planning. With a deep understanding of her clients’ drivers and goals, she works together with her clients’ investment managers, financial advisers and legal advisers to advise on and implement her client’s plans.

Notable achievements

• The provision of bespoke family office services to a number of family groups, coordinating the provision of services of accounts, corporation tax, VAT, employment taxes, payroll, and investment management teams.
• Structuring farming businesses to take account of available reliefs for capital taxes, CGT and IHT.