Sarah Turner

Sarah is an associate in the Private Client team. She works with a broad range of clients, from individuals and families to trust companies and family businesses.

She has experience advising on all aspects of UK estate planning, including preparing tax efficient wills for clients, many of whom have assets in other jurisdictions, and advising on lifetime and post-death tax planning strategies in order to mitigate Inheritance Tax and Capital Gains Tax and protect wealth for the next generation.

Sarah regularly advises on the administration of large and complex estates, many of which cover multiple jurisdictions, including completing and advising on all of the necessary steps to obtain the grant of probate, dealing with the post-grant work required to complete the estate administration and coordinating any international component.

Sarah advises the trustees of various family trusts , including those of significant value, on a range of issues, including the simplification of complex trust structures and tax mitigation opportunities. Sarah also assists with the day-to-day management and administration of trusts and estates, including landed estates across England and Wales.

Sarah also advises on Court of Protection and elderly client matters, including advising on applications to the court regarding deputyship appointments, mental capacity issues, powers of attorney and protection of assets for vulnerable beneficiaries.

• Part of a team advising the trustees of a large family group of trusts containing assets in excess of £1bn on all aspects of the administration of the trusts.
• Preparing a bespoke will, letter of wishes and guidance note to the trustees for an individual with significant assets and trust interests, and a complex family structure, ensuring that the planning is tax efficient and coordinating advice from our contentious trusts and probate colleagues to try to reduce the likelihood of a post-death claim against the estate.
• Advising a business owner on tax-efficient options for asset protection pre- and post- exit of the business, including in relation to lifetime discretionary trusts and family investment companies.
• Preparing a successful application to the Court of Protection to appoint a professional deputy for a bankrupt individual lacking capacity to manage their financial affairs and advising the individual’s family in respect of capacity and on ways in which the considerable surplus funds could be protected for the individual.
• Administering the complex and high-value estate of a non-domiciled individual who had assets in the UK, Germany, Portugal and Malta, as well as a high-value pension, including dealing with the complex estate administration in the UK, coordinating advice on international succession issues and advising the executors regarding the impact of domicile on tax and estate succession.

Sarah is a full member of the Society of Trust and Estate Practitioners (STEP), having attained a distinction in the STEP Diploma in Trusts and Estates.