Sarah Phillips

Partner

Biography

I am a partner at Irwin Mitchell and head up its private client team in Newbury. I help individuals and their families with all aspects of succession, tax and asset protection planning. This includes advice on wills, inheritance tax, capital gains tax, trusts, probate, powers of attorney and Court of Protection matters.

Whether it's guiding clients through their options to maximise wealth for themselves and the next generation or helping them through the emotional time of bereavement or poor health,  my approach is refreshingly 'unstuffy', always professional, hopefully with a few smiles along the way and focussed on building long term relationships as a trusted adviser.

I work closely with other private client professionals, such as financial advisers, accountants and wealth managers, to complement the advice and services they give their clients.

What inspired you to get into law?

At sixth form college, law sounded impressive as a degree choice so I went that route at university but combined it with French to hedge my bets.  As I enjoyed the law modules far more than the French ones it seemed natural to pursue a legal career so, quite a few years on,  here I am.

What is the most rewarding aspect of your role?

Working with a wide range of individuals and families to help alleviate the stress, navigate through the complications and spot the opportunities in whatever they happen to be facing in their lives.

What do you do away from the office?

I do a lot of cycling and running.  I also enjoy swimming, particularly open water,  just enough to combine the three disciplines and compete in Sprint and Olympic distance triathlons with my local tri club.

 

Read My Comments On The Latest News

  • 24/06/2016
    Irwin Mitchell Private Wealth Experts Comment On Implications Of A Brexit

    Brexit will potentially have a huge impact on the people who work in the UK’s financial services industries. Many banks, insurers and fund managers who have large businesses in continental Europe could consider relocating to Paris or Frankfurt, and senior staff will either lose their roles or have to move to another country. Some global investment banks, such as JPMorgan, have said that Brexit would lead to a significant loss of jobs in the UK.

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