Sarah assists clients with the preparation of Wills and advises on Inheritance Tax, including supporting executors. She also advises and assists clients in relation to Lasting Powers of Attorney and deals with making applications to the Court of Protection, where a relative has lost the capacity to manage their own affairs. Recently her role has expanded to include more technical Wills for business owners.
“I really enjoy the client-facing aspect of Private Client work,” says Sarah. “You get so involved with their lives and find out about them and their family. When it comes to aspects of my work, such as Probate, it’s good to feel that you are taking some of the burden of a bereavement from their shoulders.”
Sarah recently became a full STEP (Society of Trust and Estate Practitioners) member. STEP is a global professional body, comprising lawyers, accountants, trustees and other practitioners that help families plan for their futures. She is also a Council member of the Tunbridge Wells, Tonbridge and District Law Society.
“We had no hesitation at all in offering Sarah the role of Partner at CooperBurnett,” says Partner Joseph Oates. “She has been an integral member of our Private Client team for nearly ten years and has assisted so many clients when they need that support most.”
