Sara Whittle

Associate FCILEx

Private Client

Sara is a specialist in estate administration, preparation of inheritance tax accounts, probate papers and estate accounts.

Sara has more than 20 years’ experience of working in Private Client. Sara has a friendly approach and offers clients her specialist knowledge and expertise whilst dealing with all aspects of estate administration.  She has dealt with many different types of estate including complex matters, high value probates and intestacies.

Memberships and Associations

LEXCEL

CILEx

Recent articles

Media spotlight

DMH Stallard noted as one of the best firms for championing women

legalbusiness.co.uk writes about the number of female professionals ranked in leading legal directory Legal500, with DMH Stallard holding 14 rankings across 20+ departments in the latest edition.

11/03/2024

Insights

Controversy surrounds remote Will witnessing amidst rising inheritance disputes

The once lawful practice of remotely witnessing Wills is to be removed due to a surge in contentious inheritance disputes

20/02/2024

Insights

£5,000 fine if you’re in hot water with HMRC and don’t even know it?

Three common scenarios that require registration with the Trust Registration Service (TRS) established by HMRC that you may have missed.

08/02/2024

Insights

Tax change has a knock-on effect on gifts to charities abroad

Gifts to any charity in the EU or European Economic Area no longer qualify for a relief commonly granted to UK charities

29/01/2024