Sarah is a private client director based in our Exeter office. She joined the firm in March 2013, having worked at a ‘Big 4’ firm in Exeter for a number of years. Sarah is a chartered tax adviser and was awarded a distinction in the inheritance tax, trust and estates paper in the November 2017 sitting.
Sarah advises on a range of personal and private client tax matters and looks after a number of high net worth individuals and high profile clients dealing with their compliance and tax planning needs. She has specialised in providing residence and domicile advice since 2008 which includes providing advice to individuals coming to and from the UK with regard to the statutory residence test, double tax treaty claims to ensure individuals are not double taxed, non-domiciled individuals with remittance tracking and the remittance basis and non-UK residents selling UK property. Sarah has also dealt with worldwide disclosures in respect of correcting past tax irregularities to HMRC and ensuring tax compliance. She also provides advice in inheritance tax and estate planning and trusts.
Outside of work Sarah likes to keep fit and healthy with CrossFit style workouts, running and cycling. She is a keen baker and is often called upon to make birthday cakes for family and friends.