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Sarah Harman

Trust Manager

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)
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