Sally is a knowledge director whose expertise covers a broad spectrum of private client work, including wills and succession planning, Inheritance Tax, powers of attorney, estate administration and the creation, administration and taxation of trusts, offshore private client advice and wealth planning for UK-connected international individuals and their associated structures.
In her role as knowledge director, Sally provides support to the Private Client team on legal developments, best practice and procedures, training and the technical content of marketing collateral.
She also coordinates knowledge strategy across the firm’s Private Client group, encompassing the Residential Property, Family and Art and Luxury teams, as well as Private Client.
Experience
Preparing precedent legal templates and know-how resources.
Advising on legal developments in respect of new legislation, case law and practice, a recent example being the enactment of the Finance Act 2025 and the introduction of the “non-dom” tax reforms.
Providing technical support on complex legal research and practice-related issues.
Delivering training sessions on key legal topics.
Monitoring government consultations and policy announcements on personal taxation and private client legal issues and helping the team develop strategic solutions for clients.
Sharing knowledge initiatives and training with teams across the firm’s Private Client group to promote a holistic approach to client advice.
Publications
Assisting with the production of the private client team’s client newsletters “In Trust” and “Globally Speaking”.
Assisting members of the private client team with articles for industry publications such as the STEP Journal, the Law Society Gazette, Solicitors Journal, Today’s Wills and Probate, and eprivateclient, as well as articles that have appeared in the wider press such as The Telegraph and Financial Times.
Endorsements
Sally is a member of the Society of Trust and Estate Practitioners (“STEP”) and the London-based Private Client PSL Forum.
Sally's insights
Insights
Aug 9, 2024
Private Client Legal Update – August 2024
Some key highlights of legal updates affecting the Private Client industry over the past month are as follows. Tax policy – Autumn Budget On 29 July, Chancellor Rachel Reeves delivered a fiscal update to Parliament in which she announced that
Some key highlights of legal updates affecting the Private Client industry over the past month are as follows. Tax – new tax year changes The tax changes to note that came into effect for the new tax year 2024/25 are
Some key highlights of legal updates affecting the Private Client industry over the past month are as follows. Tax – Spring Budget 2024 The Chancellor delivered his Spring Budget to parliament on 6 March 2024. You can read our summary