Areas of law covered

Sara has been specialising in estate administration for over 20 years. She currently deals with the preparation of most of the department’s Inheritance Tax accounts, Probate papers and estate accounts.  In addition, she gives general support and assists with the day to day organisation of estate administration matters for the majority of the Tax, Trusts and Estates Team and with the management of the estate administration case system.

Qualifications

  • Fellow of the Chartered Institute of Legal Executives since 2007.

Brief overview of your career

Sara is a Chartered Legal Executive with more than 20 years’ experience of working in a Private Client Department. She joined the firm as a Trainee Legal Executive in 2000 and qualified as a Fellow of the Chartered Institute of Legal Executives in 2007.

Professional memberships & accreditations

  • Law Society Wills & Inheritance Quality Scheme
  • LEXCEL

What you offer your clients

Having had many years of experience dealing with estate administration in particular, Sara has a friendly approach and offers clients her specialist knowledge and expertise whilst dealing with all aspects of estate administration.  She has experience dealing with many different types of estate including complex matters, high value probates and intestate estates.

Why you love what you do

I enjoy meeting clients and being able to take away the stress of dealing with matters for them at a particularly difficult time in their lives.  I also  enjoy the technical aspects of my job, including solving problems and reconciling figures.

Personal interests

Sara enjoys running, spending time at the gym and generally trying to keep fit and healthy.  Sara has also danced from a young age and still enjoys taking weekly tap dancing classes.

For more information please contact a member of our team





Close

How can we help you?