Sara specialises in estate planning, wills, probate and the administration of estates, trusts, and powers of attorney.

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.

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 articles

Media spotlight

DMH Stallard noted as one of the best firms for championing women

legalbusiness.co.uk writes about the number of female professionals ranked in leading legal directory Legal500, with DMH Stallard holding 14 rankings across 20+ departments in the latest edition.

11/03/2024

Insights

Controversy surrounds remote Will witnessing amidst rising inheritance disputes

The once lawful practice of remotely witnessing Wills is to be removed due to a surge in contentious inheritance disputes

20/02/2024

Insights

£5,000 fine if you’re in hot water with HMRC and don’t even know it?

Three common scenarios that require registration with the Trust Registration Service (TRS) established by HMRC that you may have missed.

08/02/2024

Insights

Tax change has a knock-on effect on gifts to charities abroad

Gifts to any charity in the EU or European Economic Area no longer qualify for a relief commonly granted to UK charities

29/01/2024