Residential property

Sarah-Jane Macdonald

Senior Solicitor, Private Client and Tax

Sarah-Jane is a Senior Solicitor in the Private Client team and advises individuals and families on all areas of succession, tax planning and capacity including Wills, Inheritance Tax, Powers of Attorney and Trusts.

Sarah-Jane has a particular interest in trusts and often advises on the creation of trusts for many reasons such as tax planning, ring-fencing assets or protecting benefits after a personal injury award. In addition, she assists beneficiaries and trustees with questions regarding their entitlements or powers and duties.

Sarah-Jane also works with trustees and executors when disputes arise in the process of estate or trust administration and was recently awarded the STEP Advanced Diploma in Trust Disputes with Distinction.

Sarah-Jane is a full member of the Society of Trust and Estate Practitioners (STEP) having gained her STEP Diploma with Distinction and won the STEP Worldwide Excellence Award in Trusts Law & Practice having achieved the highest score in her year.

Memberships and Accreditations

Sarah-Jane is a member of the Society of Trust and Estate Practitioners (STEP).

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