Sarah McDonald

I specialise in tax and succession planning for families and business owners in the UK and internationally. My work focuses on drafting Wills, Powers of Attorney, providing estate planning advice and executry administration. I also advise on and deal with the administration of structures such as trusts and family investment companies. I am a member of the Society of Trust and Estate Practitioners (STEP), having achieved my diploma with Distinction.

I enjoy getting to know my clients through building strong, lasting relationships with them which can often extend to multiple generations. I make sure to understand each client’s circumstances and objectives which in turn enables me to provide them with tailored advice relevant to their requirements.