Sarah supports clients and colleagues in both personal and business tax, providing advisory and compliance services. As a mixed tax senior areas where Sarah typically assists clients include, the preparation of tax returns; preparing documentation relating to gifts into trusts; and preparing capital gains tax forecasts on transactions. Trusts, estates and matters relating to the remittance basis rules for non-UK domiciled individuals are Sarah’s particular areas of specialism. She also has a proven expertise in drafting power of attorney appointments.
Sarah enjoys the challenge and service of helping clients understand their numbers. As a self-proclaimed ‘people person’ she cares about providing useful advice and information to assist our clients and to deliver personal and business tax solutions that make a difference.
Based in our Guildford office Sarah joined Alliotts in 2013; since then she has completed her training and qualified as a Chartered Accountant and is now studying for the CTA qualification with the Chartered Institute of Taxation. When dealing with clients’ business and trust matters the skills and knowledge Sarah has gained as a Chartered Accountant prove to be very useful.
Alliotts was founded in 1869 in the City of London