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Sara Whittle
Associate FCILEx
Private Client
Sara has more than 20 years’ experience of working in Private Client. Sara has a friendly approach and offers clients her specialist knowledge and expertise whilst dealing with all aspects of estate administration. She has dealt with many different types of estate including complex matters, high value probates and intestacies.
Recent articles
Insights
Did you know that if you have done nothing with any US assets you own in the last three to five years, various financial institutions and brokerage firms can be given the authority to turn them over to the State in which they are located?
13/03/2025
Insights
A regular review of your Will and wider estate planning doesn't have to be complicated. With the right professional advice, you can be confident your plans still provide peace of mind for the future.
30/07/2026
Announcements
DMH Stallard has been recognised as a Leading Firm in the Chambers High Net Worth Guide 2026, reinforcing its position as one of the UK's leading advisers to high-net-worth individuals, families and charities.
29/07/2026
Announcements
Joanna Watson-James joins the firm in Guildford, helping clients with their succession and inheritance tax planning for future generations.
10/07/2026