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
From 6 April 2027, the total value of an estate will include unused pension funds and pension death benefits, increasing the total estate value for IHT purposes.
12/05/2026
Insights
Unlike a bequest in a Will, a deathbed gift does not require the same formalities. This flexibility can make them appealing - but it also makes them legally precarious.
10/03/2026
Insights
When someone dies, their executors must navigate not only traditional estate administration but the complex world of digital assets.
09/03/2026