Sarah Potter

Principal Associate - Wealth Preservation

01384 327225

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About me Expertise Experience

About me

"I am an estate planning solicitor and a large part of my case load includes assisting entrepreneurial clients with all aspects of their will, trust, powers of attorney and estate planning requirements”

I joined the firm as a trainee solicitor in 2002 and qualified into the private client department.

I have nearly 20 years’ experience of all aspects of wealth and succession planning matters. I advise both individuals and families on their succession requirements including the preparation of wills, trusts, family charters and family investment companies and advising on inheritance tax planning.

I advise on both trust creation and the administration of ongoing trusts.

I work closely with our business services department to ensure that all aspects of any succession plan dovetail with new or existing corporate structures.

I also advise on post death planning work for families including preparation of deeds of variation.

I am a member of the Society of Trust and Estate Practitioners.

Expertise

Wills, trusts, probate

Wills

Powers of Attorney

Experience

Advising on complex trust matters, including instances where there have been defective changes of trustees and assisting in correcting the position.
Pre-sale planning prior to disposals of trading shares for a number of family shareholders.
Assisting and working with accountants in repatriating offshore trusts back to the UK
Advising families on will trusts (post death planning) to structure arrangements in the best interests of the family and in a tax efficient manner to secure all available tax reliefs.

More about me

Joined Higgs

2002

Memberships

STEP (The Society of Trust and Estate Practitioners)

Favourite quote

“Well done is better than well said” – Benjamin Franklin

Favourite book

The Lido – Libby Page.

Latest insights

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2 min read

News

New partnership with Winston’s Wish

We are proud to announce our new partnership with Winston’s Wish, the UK's first children and young people’s bereavement charity.

24 April 2024

3 min read

Article

Is an increase in 'DIY wills' a factor in contested wills?

The Law Society has recently published an article regarding the increase in will disputes, attributing it, at least in part, to the rise in the number of "DIY wills".

23 October 2023