Sarah Potter

Principal Associate - Wealth Preservation

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"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.

  • 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



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.

"Everything explained beautifully in concise manner. Thank you"

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