Ranked in 1 Practice Areas
2

Band 2

Private Wealth Law

Birmingham and surrounds

6 Years Ranked

About

Provided by Sarah Walker

High Net Worth

Practice Areas

Sarah manages the National Private Wealth team at Weightmans. Sarah is a Private Client specialist, who is experienced in all areas of lifetime and post-death tax planning to achieve a positive end result for the client by offering a holistic approach which puts a client’s objectives and needs first.

Over her 25 years in law, Sarah has amassed a wealth of experience including:

• Complex estate planning advice in order to mitigate tax and ensure structured succession of clients’ wealth including their business and agricultural interests;

• Cross-border matters including EU inheritance and succession planning and Wills and estate planning advice to give effect to Sharia Law;

• Estate administration including complex multi-jurisdictional taxable estates and those comprising of business and agricultural property;

• Advising on, creating and administering vulnerable beneficiary trusts for clients who require assistance in management of their compensation payments or inheritance;

• Advising clients on how to give effect to their philanthropic aims through use of charitable trusts and CIO structures;

• Advising Charity trustees in respect of all governance and compliance maters relating to the running of their charities including ‘corrective’ work;

• Working closely with the Charity Commission on behalf of her clients on complex applications including merging of charities and amendment of charitable objects.

Sarah’s particular interest is in complex trust matters and she has acquired a strong reputation for administering and acting as a trustee on trusts which have had historical issues either in respect of family relationships or compliance. She regularly is appointed by clients as a professional executor and trustee who see her as their trusted family adviser. Additionally Sarah is recommended by other solicitors to assume conduct of trusts as a professional trustee where relationships have broken down between the current trustees and/or beneficiaries.

Professional Memberships

Sarah is a full member of the Society and Trust and Estate Practitioners and the Law Society Private Client Section

Awards

Top Lawyer For Private Wealth

Acquisition International Influential Businesswomen Awards

2024

Top Lawyer For Private Wealth

Acquisition International Influential Businesswomen Awards

2023

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - Birmingham and surrounds

2
Band 2
Individual Editorial

Sarah Walker leads the wills, trusts and estates team in the Birmingham office of Weightmans, also covering the firm's branches in London and Leicester. Her work is focused on tax planning, trusts, wills and probate.

Strengths

Provided by Chambers

Discover other Individuals at
Weightmans

Provided by Chambers
Filter by
Band

Birmingham and surrounds

Private Wealth Law

2
Sarah Walker
2
Band 2

London (Firms)

Private Wealth Law

2
Jonathan Shankland
2
Band 2
5
Patrick Malone
5
Band 5

Manchester and surrounds

Private Wealth Law

2
Richard Bate
2
Band 2
Lorraine Wilson
Star Associates
Sally Cook
Star Associates

Newcastle and surrounds

Private Wealth Law

2
Louise Miller
2
Band 2

North East & Yorkshire

Private Wealth Disputes

2
Matthew Morton
2
Band 2
Tracey Leathley
Associates to watch

North West

Private Wealth Disputes

U
David McGuire
U
Up and Coming