About me
As a self-confessed tax geek I love having a chat about tax and understanding clients and their needs. If I don’t know the answer, I’m sure I will know someone who will!
I am a Tax Director at Wilson Partners. I joined the company in May 2023, having trained at a Big 4 accounting firm, and gaining invaluable experience and knowledge at a Top 15 firm.
I focus predominantly on Private Client Tax, working with ultra-high net worth individuals to small sole traders or property investors alike. I advise mainly on Income Tax, Capital Gains Tax, Stamp Duty Land Tax and Inheritance Tax, with my ultimate goal being to help my clients understand their tax positions, and any planning that can be implemented to mitigate their tax exposure.
I assist the team with the complex personal/Trust/Estate tax compliance, but mostly I’m focused on advisory work, and usually in the Inheritance Tax, Trusts, and Estates arena.
I joined Wilson Partners because of their truly collaborative culture and approach – the people are fantastic, and their ambitious growth plans are really exciting. I look forward to being a part of that growth.
Sarah’s latest videos
Family Investment Companies (FICs)
A FIC is a simple to manage, cost effective vehicle which allows the founder(s) to retain control over the assets whilst distributing wealth within…
Financial and tax advice on separation and divorce
The financial decisions made during a separation or divorce can have long term consequences if not properly managed.
Autumn Budget overview – November 2025
Some of our tax team sat down shortly after Rachel Reeves' Budget announcement to discuss the headlines that caught their attention.
Tax at Wilson Partners with Steve Lawrey, Bhav Nesbitt & Sarah Clarke-Rae
The tax team at Wilson Partners support businesses, from start-up to exit, along with the individuals behind the business with […]
Sarah Clarke-Rae – Inheritance Tax
As we get a little older, it is inevitable that thoughts turn to inheritance tax and the understandable desire to […]
Read Sarah's latest insights
Property Newsletter – July 2026
Welcome to our monthly property newsletter. This month, we look at proposals to reform Stamp Duty Land Tax (SDLT), the…
Property Newsletter – June 2026
This month we look at the ongoing impact of the Renters’ Rights Act, a welcome update on SDLT concerns for…
Property Newsletter – May 2026
Making Tax Digital (MTD) for Income Tax is now live. Many self-employed individuals and landlords with turnover above £50,000 in…
HMRC tax letters for businesses: How to respond
HMRC is targeting businesses with nudge letters on VAT, R&D, CIS, and IR35. Find out what an HMRC tax letter…
HMRC tax letter arrived? What it means and what to do
Received an HMRC tax letter? Find out why HMRC is sending more letters, how to check it is genuine, and…
Property Newsletter – April 2026
Making Tax Digital (MTD) for income tax is here! From 6 April 2026, the regime will apply to self-employed individuals…