Sara Spencer ATII TEP

Consultant Trust and Estate Practitioner

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Sara is an experienced trust and estate practitioner, working with trustees to help them manage their family trusts in the most cost and tax efficient manner. Sara advises on all aspects of distributions of income and capital to beneficiaries, including the implications of bringing trusts to an end and the preparation of trust accounts. Sara also deals with the registration of new trusts with the HMRC’s online portal as well as preparing personal tax returns for beneficiaries and tax repayment claims where necessary.