Areas of expertise
Family office services; inheritance and capital taxes; wealth protection and estate planning; landed estates.
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.
- 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.