Sarah Potter

Solicitor - Principal Associate

SRA ID: 318772

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.