Career & Experience
Sandra is an expert on estate administration for charities, asset preservation and maximisation, advising on inheritance tax and preparing estate accounts that are transparent and easy to understand.
She is interested in the digitalisation of estate administration and how this will change the industry in the future. Understanding future challenges to estate and legacy administration is vital to help clients prepare for these challenges.
A film and musicals enthusiast, outside of work she enjoys Zumba and any opportunity to have a dance.
Accolades
- Mental Health First Aider
- Student member of STEP
- Working towards STEP Diploma in Trusts and Estates (England and Wales).
- ILM member
Career & Experience
Sandra is an expert on estate administration for charities, asset preservation and maximisation, advising on inheritance tax and preparing estate accounts that are transparent and easy to understand.
She is interested in the digitalisation of estate administration and how this will change the industry in the future. Understanding future challenges to estate and legacy administration is vital to help clients prepare for these challenges.
A film and musicals enthusiast, outside of work she enjoys Zumba and any opportunity to have a dance.
Accolades
- Mental Health First Aider
- Student member of STEP
- Working towards STEP Diploma in Trusts and Estates (England and Wales).
- ILM member
Expertise
- Estate Administration
- Inheritance tax
- Preparing estate accounts
- Grant applications
- Investigating governance challenges
- Legacy consultancy
- Providing training for legacy teams
