Sarah Clarke - Wilson Partners

Sarah Clarke

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.

Find out more about Sarah.

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Tax eNews:

Year end tax planning It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each). You might also…

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Latest blog:

Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting for our loved ones once we’re gone. But it’s really important to understand what your Estate is…

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Latest News:

Wilson Partners conducts a biannual business survey among SME clients in January and July. The research is carried out across a broad range of businesses across the South East of England through our Maidenhead, Cambridge and Sevenoaks offices. We…

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Latest blog:

What a Private Equity investor looks for Private equity investment is a fundamental source of business funding that plays a pivotal role in facilitating the growth of businesses across various sectors. It involves equity financing, where investors…

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