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 variance 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.

Qualifications & memberships

STEP (Society of Trust and Estate Practitioners)