Biography
I lead the Lifetime and Estate Planning team in the Thames Valley and am Regional Managing Partner for our Reading and Newbury offices.
I help individuals and their families with all aspects of their succession, tax and asset protection planning which 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 planners, 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.
I qualified as a solicitor in 2001.
Testimonials
"Sarah is a pleasure to deal with, she fully understands her clients' needs and how she can support them." - Chambers & Partners High Net Worth 2022 (Leading Individual - band 3)
"Sarah is very clear in her advice and makes it easy to understand. Her attention to detail and willingness to help in a variety of areas is absolutely great. I trust her implicitly. She is genuinely delightful to deal with." - Chambers & Partners High Net Worth 2022 (Leading Individual - band 3)
"Has a strong track record advising entrepreneurs, business managers and senior executives on protecting their business interests including advising on inheritance and capital gains tax and also advises on Court of Protection matters. - Legal 500 2020
"The consummate professional with the bonus of a caring nature" - Legal 500 2018/19
