Sarah Pierce

Areas of expertise

Wills and Inheritance Tax, Succession Planning, Lasting Powers of Attorney, Asset Protection and Trusts, Estate Administration (& Grant of Probate Applications) and Court of Protection Applications.

I have recently completed my STEP diploma achieving distinctions in Will Preparation, and the Administration of Estates. I also obtained merits in the Administration of Trusts, and the Taxation of Trusts and Estates. I now have full TEP status and I am proud to be subject to the STEP Will writing code. See a copy here: https://www.step.org/system/files/media/files/2020-02/Public_Guide_to_Will_Code_2019.pdf

What you enjoy about your job

I love the fact that I get to meet a wide variety of people from all walks of life. No family or business owner is the same and this makes my job very interesting when it comes to estate planning! I  also enjoy getting involved with events in the local community some of which involve giving presentations on various legal issues to Charities, local clubs and organisations.

Other responsibilities and roles

I regularly attend various networking groups in the North Wales region. I act as a guest speaker at community groups such as memory clinics for the elderly and support groups for carers.

About You

I enjoy baking, reading, swimming and spending time with my family and friends.

To contact Sarah:

Telephone: 01745 586830

Email:  sarahp@swaynejohnson.com