Sara is a Chartered Legal Executive and has been working for Barwells since 2002. Sara is a Full Accredited Member of SFE (Solicitors for the Elderly). SFE is a community of trusted advisers – professionally highly qualified and regulated and who also have additional skills to enable them to work with older and vulnerable clients.
Sara obtained her Practicing Certificate from the Institute for Chartered Legal Executives in June 2016 having worked in the Private Client Department since 2003. Sara became an Associate in 2022. Before obtaining her Practicing Certificate Sara moved to our Peacehaven office in 2014 to become a Practitioner having previously been a manager to the Head of this firm’s Private Client Department Tim Morgan in our Eastbourne office since 2007.
Sara is based at our Peacehaven office and deals with Private Client matters to include the administration of Estates, preparation of Wills and Lasting Powers of Attorney, Court of Protection applications, registrations of Enduring Powers of Attorney and the management of client’s affairs under either an Enduring Power of Attorney, Lasting Power of Attorney or by Court order (Deputyship).
Sara’s recent cases have included providing advice to people preparing Wills to protect vulnerable beneficiaries or to safe guard assets on a second marriage, dealing with the administration of Estates either in accordance with the terms of a persons Will or based on the Intestacy rules many times involving Inheritance Tax and Capital Gain Tax considerations. Further Sara has dealt with applications to the Court of Protection for Deputyship orders and also urgent applications when the need arises to ensure that the clients financial interests are protected. Sara has been commended by her clients for her excellent service, helpful advice and her professional approach.
Outside of work Sara enjoys spending time with her family and in particular her two young children (whose out of school activities take up a lot of her free time). Sara also enjoys music being able to play both the clarinet and cornet.