Sarah qualified as a Solicitor and joined Birketts in September 2014.
She is a Senior Associate in our Private Client Advisory Team. Sarah advises individual clients and families on a wide range of private client matters including Wills, Codicils, Succession Planning, Lasting Powers of Attorney, Administration of Estates and Grants of Probate and the Creation and Administration of Trusts.
Sarah advises on a wide range of complex matters and will tailor her advice to meet the specific needs of each individual client. Sarah works closely with her colleagues in the Agricultural Team in relation to partnership and company matters. Sarah has a lot of clients who are farmers, business owners and high net worth individuals and can advise accordingly in relation to Wills and Succession Planning, ensuring that everything works efficiently with current circumstances and company provisions. She is able to advise in relation to claims for Inheritance Tax reliefs on land, property and other assets and is experienced in negotiating successful outcomes with HM Revenue and Customs in relation to large taxable estates.
Sarah is a full member of The Society of Trust and Estate Practitioners, having completed the STEP Diploma in Trust and Estate Planning in 2022, passing the Diploma with Distinction.
Sarah is based in our Norwich office.
Recent work highlights
Successfully negotiating with HMRC on disputed estate values and inheritance tax charges, including on the application of Agricultural Property Relief and Business Relief, grossing up calculations and disputed valuations.
Successful negotiations with The Office of the Public Guardian on the registration of disputed Lasting Powers of Attorney.
Advising high net worth individuals on succession planning, incorporating trust structures, passing business assets and family wealth down to future generations and maximising inheritance tax reliefs within their estate.
Experience & education
Joined Birketts and qualified as a Solicitor in September 2014.
Sarah was promoted to an Associate at Birketts in October 2017.
Sarah was promoted to a Senior Associate in October 2022.
Insights
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legal updateEnsuring business continuity for future generations
Multiple Authors20 Aug 20244 min read12 -
legal updateHeritage property and the favourable tax incentives
Multiple Authors2 May 20234 min read43 -
legal updateConsidering the tax consequences of farm and estate diversification update
Multiple Authors20 Dec 20228 min read18