Sara McGrigor
Partner
Private Client
Sara’s legal practice is centred on wills, estate planning, estate administration, and trust administration. She specialises in utilizing wills and trusts—both within and outside of wills—for effective estate planning. Sara brings a wealth of experience in administering estates, from the straightforward to complex high net worth estates including those with assets in multiple jurisdictions and issues of domicile. She is the Head of the private Client team in Guildford.
Sara qualified as a solicitor in 2005.
Sara works primarily in our Guildford office but also collaborates closely with colleagues in our other locations.
Work highlights
TRUST ADVICE
Deed of appointment out of a discretionary will trust establishing a life interest, thereby balancing the deceased’s wish to protect the funds for future generations with the beneficiary’s desire to have use of the money in her lifetime and provide for her husband if she died first.
DISCRETIONARY TRUST
Deed of variation redirecting the residuary estate into a discretionary trust to rebalance the perceived unequal treatment of the deceased’s children under the will whilst retaining control of the assets.
Recent videos
PRIVATE CLIENT
Do I need a solicitor to help me with probate?
Legally, you do not need a solicitor to help you with probate. You can apply for the process on your own. However, estates can be complicated, family dynamics could be challenging, and Inheritance Tax may be hard to calculate. An expert probate solicitor can help to ensure the process runs smoothly and reduce stress at a difficult time. If an estate is of particularly high value, includes overseas assets, business interests, or trusts, it is particularly advisable to seek the help of a solicitor to ensure everything is handled correctly.
Recent articles
Insights
Probate is the commonly used word for the process of dealing with the affairs of someone after they die and winding up their estate.
19/01/2026
Media spotlight
Sara McGrigor contributes to carehome.co.uk's guide on preparing LPAs, calling them an 'insurance policy'.
Sara McGrigor18/12/2025
Videos
An expert probate solicitor can ensure everything is handled correctly and executors do not become liable for errors, particularly relating to IHT.
17/12/2025
Insights
Partner Sara McGrigor assesses how upcoming inheritance tax reforms will cause an increasing number of bereft families to be subject to a delayed and unfair tax system
20/02/2025