Sara Whittle

Associate FCILEx

Private Client

Sara Whittle, Lawyer, Associate FCILEX, Private Client, DMH Stallard
Sara is a specialist in estate administration, preparation of inheritance tax accounts, probate papers and estate accounts.

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.

Memberships and Associations

LEXCEL

CILEx

Recent articles

Insights

The difficulty of accessing dormant assets in the United States – Escheatment

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

Videos

Choosing your executors: why it matters and how to get it right

Disputes between executors are on the rise, so choosing the right people for the role is vital, as is ensuring your wishes are clearly communicated.

07/07/2026

Insights

Inheritance tax and pensions – changes coming in April 2027

If the total value of your estate, when including the value of your pensions, results in an inheritance tax liability where there wasn’t one before, then you should consider how to address this now.

17/06/2026

Insights

Family Investment Companies

Family Investment Companies: what are they, when might they be suitable, and how does tax come into play? Our corporate solicitors explain.

04/06/2026

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