Sarah Thomas

Short bio:

I am a Senior Paralegal in Lodders’ Private Client team.

I joined Lodders in February 2003 and specialise in estate administration, with particular expertise in estate accounts, taxation and financial administration. I work closely with the lawyers in the Private Client team, supporting the administration of estates and trusts and helping to ensure matters progress efficiently and accurately.

A significant part of my role involves maintaining estate accounting records, preparing estate accounts and assisting with inheritance tax reporting and income tax compliance during the administration period.

I pride myself on my attention to detail and understand the importance of accuracy when dealing with clients’ financial affairs.

With more than 20 years’ experience at Lodders, I have developed extensive knowledge of estate and trust administration and play an important role in supporting the Private Client team and helping to deliver a high standard of service to our clients.

I am also a Dementia Friend, supporting the Alzheimer’s Society initiative to improve understanding of dementia and help make communities more inclusive.

Outside work, I enjoy spending time with family and friends, walking and enjoying the outdoors, including gardening. I am an active member of a local sewing club, collaborating on various projects and also progressing my own sewing skills. I also attend regular Pilates classes.

I am based in Stratford upon Avon