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Sarah qualified as a Chartered Legal Executive in 2019 and is a member of Solicitors for the Elderly.
Jurisdiction: England & Wales
Recently advising in the administration of the estate where the deceased made considerable lifetime gifts and reducing the taxable value after an assessment of gifts out of excess income
Providing advice to a married couple on inheritance tax in particular the residence nil rate band and estate planning to ensure the clients have effective Wills in place to take advantage of all allowances
Advising on and drafting Lasting Powers of Attorney for an elderly couple for both property and financial affairs and health and welfare