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Sally Harlow

Boodle Hatfield Portraits - 10 08 16

Senior Associate
Private Client & Tax

+44 (0) 20 7079 8532 download vcard
Boodle Hatfield Portraits - 10 08 16

Sally's main areas of practice are estate administration, wills, trusts and estate planning.

Her particular focus is the administration of estates, especially those which are high value, with complex assets or issues or an international dimension and she provides tax planning advice to both executors and beneficiaries during the administration of an estate.

Track Record

Administration of an estate containing valuable heritage property and involving a significant claim for conditional exemption from inheritance tax. Negotiations with HM Revenue & Customs

The administration of estates involving assets attracting both agricultural property relief and business property relief and strategic advice on the application of those reliefs together with subsequent negotiations with HM Revenue & Customs

Administration of estates where the deceased was non-UK domiciled and, in particular, where the deceased was domiciled in one of the Gulf States.  Advising on: the assets within the UK IHT calculation, potential application of the succession law of the country of domicile to the UK assets, eligibility of family members to apply for a UK Grant

Administration of estates containing assets in Europe, the Far East, United States of America and Australia and obtaining the documentation required in each country to enable liquidation and/or transfer of those assets

Negotiations with HM Revenue & Customs in an estate with considerable overseas assets but no access to funds to pay the initial inheritance tax liability. Obtaining a “Grant on credit”

Memberships

Society of Trust and Estate Practitioners (STEP)

Education & Qualification

University of Manchester

Qualified as a solicitor in 1998

STEP Advanced Certificate in International Succession and Probate

Administration of an estate containing valuable heritage property and involving a significant claim for conditional exemption from inheritance tax. Negotiations with HM Revenue & Customs

The administration of estates involving assets attracting both agricultural property relief and business property relief and strategic advice on the application of those reliefs together with subsequent negotiations with HM Revenue & Customs

Administration of estates where the deceased was non-UK domiciled and, in particular, where the deceased was domiciled in one of the Gulf States.  Advising on: the assets within the UK IHT calculation, potential application of the succession law of the country of domicile to the UK assets, eligibility of family members to apply for a UK Grant

Administration of estates containing assets in Europe, the Far East, United States of America and Australia and obtaining the documentation required in each country to enable liquidation and/or transfer of those assets

Negotiations with HM Revenue & Customs in an estate with considerable overseas assets but no access to funds to pay the initial inheritance tax liability. Obtaining a “Grant on credit”

Society of Trust and Estate Practitioners (STEP)

University of Manchester

Qualified as a solicitor in 1998

STEP Advanced Certificate in International Succession and Probate