Give us a call
Email us

Sarah Harman

Trust Manager (Associate)

Private wealth

As a trust manager I am responsible for dealing with all aspects of the day to day administration of a variety of trusts including discretionary trusts, life interest trusts and charitable trusts.

My role includes the preparation of trust accounts and tax returns. I deal with all elements of trust taxation and advise on income tax, capital gains tax and inheritance tax.

Every day comes with a variety of work and always presents new challenges. I really enjoy building trusted relationships with clients and associated advisers.

A client once described me as efficient and said they appreciated my helpful ‘can-do’ attitude.

Areas of expertise:

  • Trust administration
  • Discretionary trusts
  • Life interest trusts
  • Charitable trusts
  • Trust accounts
  • Trust taxation

Qualifications and memberships

  • STEP (Society of Trust and Estate Practitioners)
If I'm unavailable, please contact:

Laura Annandale

Trusts Administrator
+44 (0)1892 506 109
[email protected]

Richard Mencner

+44 (0)1892 506 011
[email protected]

How we made a difference