Sarah is a private client tax advisor with over 17 years of experience working in practice. She specialises in personal tax and works proactively with clients to deliver tailored planning strategies.
She has a varied portfolio of clients, predominantly made up of high-net-worth and ultra-high net worth individuals, typically with self-made wealth.
Sarah works with clients across all aspects of personal tax from annual tax return compliance to focussed tax planning and ad hoc tax advisory matters.
Sarah is FCA and CTA qualified.
Key experience
- Advising on tax efficient succession strategies,
- Providing jargon free commentary on complex matters,
- Providing advice regarding the Statutory Residence Test,
- Advising on how structures such as Family Investment Companies and trusts may be of benefit,
- Providing tax commentary on draft legal documents,
- Negotiating with HMRC to close tax investigations.
Interests
Sarah is married with two young children and two dogs. She enjoys family days out across Yorkshire and fits in a spot of baking whenever she can.