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Sarah Phillips

Partner

Biography

I am Regional Managing Partner for Irwin Mitchell's Newbury office, where I also head up the local private client team.

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

  • 01/11/2018
    Latest ONS Stats Reveal Intergenerational Wealth Gap Continues To Grow – With Numbers To Rise

    “The latest ONS stats reveal a widening wealth gap between generations that is difficult to remedy without action from the government, which could take years or even decades to implement. “Many parents and grandparents find themselves in the position of wanting to help their child or grandchild out with a deposit for a house, contributing to the expense of a wedding or helping with their children and future heirs. “There is also the matter of the ageing population which has contributed to the growing wealth gap that the ONS stats reveal. An older population means children are receiving inheritances later – and monetary gifts are more useful during the lifetime of both the child and parent to help with major life milestones.”

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  • 29/08/2018
    Child Trust Funds: Do You Need To Act Now?

    “Although 16-year-olds with these child trust funds won’t be able to access the money until they turn 18, they will take over responsibility for the account. They’ll have a choice over if they want to refer to a decision whether to keep it in the same account or change to a different one, as well as decide on a different investment strategy if they so wish. “Some of the larger trust funds will be in the tens of thousands and could make a huge difference to a young adult’s life by providing the means for a house deposit, money to start their own business or to be put towards higher education – but for many parents the worry will be that their child will fritter away the fund as their first taste of freedom.”

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  • 15/08/2018
    New Tax, Trusts and Estates Solicitor For Irwin Mitchell Private Wealth’s Newbury Office

    “We are delighted to have recruited Nazia to our ranks. “The Thames Valley is a growing area in terms of business and population, and so we have recruited in response to this and to better service our existing clients. Nazia will also work with the national team both here in the south and also the north so we can provide the highest level of expertise across the country. “I look forward to introducing Nazia to the rest of the team both here in Newbury and nationally.”

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  • 22/05/2018
    Thames Valley Air Ambulance To Receive Record Donation From Irwin Mitchell

    “It’s an honour to be able to provide this record donation to a truly fantastic cause in our local community. “Last year we celebrated 20 years of the IMCF and I am delighted that thanks to the creativity and generosity of Irwin Mitchell employees, we made our anniversary year a record breaking one. “Everyone at IM is passionate about giving back to the communities we operate in and making a real difference to the lives of those supported by our Charities of the Year. “We are incredibly proud of what we have achieved last year. Hearing how Thames Valley Air Ambulance is going to use the donation, and how people across the county will be able to rely even more on the charity’s services, is spurring on our staff to think of bigger and better ways to fundraise for this year’s good cause.”

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