Sara McGrigor
Partner
Private Client
Sara’s legal practice is centered on wills, estate planning, estate administration, and trust administration. She specializes in utilizing wills and trusts—both within and outside of wills—for effective estate planning. Sara brings a wealth of experience in administering estates, from the straightforward to complex high net worth estates including those with assets in multiple jurisdictions and issues of domicile.
Sara qualified as a solicitor in 2005.
Work highlights
TRUST ADVICE
Deed of appointment out of a discretionary will trust establishing a life interest, thereby balancing the deceased’s wish to protect the funds for future generations with the beneficiary’s desire to have use of the money in her lifetime and provide for her husband if she died first.
DISCRETIONARY TRUST
Deed of variation redirecting the residuary estate into a discretionary trust to rebalance the perceived unequal treatment of the deceased’s children under the will whilst retaining control of the assets.
Recent articles
Media spotlight
11/03/2024
Insights
The once lawful practice of remotely witnessing Wills is to be removed due to a surge in contentious inheritance disputes
20/02/2024
Insights
Three common scenarios that require registration with the Trust Registration Service (TRS) established by HMRC that you may have missed.
08/02/2024
Insights
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