Primary Services
Probate Wills & Mental Capacity
Specialism
Sarah specialises in Wills & Probate, in particular working with individuals and families in the agriculture sector, involving farms and estates entitled to agricultural property relief and business property relief. This includes Will writing, handling financial issues relating to mental incapacity including care home funding, Lasting Powers of Attorney, Court of Protection applications, the administration of financial affairs of mentally incapable clients, the administration of estates of deceased clients and their family members as well as providing advice on Inheritance Tax.
Sarah says: “A great deal of the work I do is complex and involves changing legislation. It’s my job to ensure that it is dealt with correctly and all tax advantages and reliefs are taken advantage of… and to do all of this in an efficient, friendly way that makes it easy for people to understand.”
Qualifications and Experience
- Aeronautical Engineering degree in 1992
- Qualified as a Chartered Legal Executive (CILEX) 2003
- Full member of Society of Trust and Estate Planners (STEP) since 2008
- Full member of Solicitors for the Elderly (SFE) since 2017
- Has specialised in Wills, Probate and Mental Capacity since 1998
Supervised by Jenny Pierce