Sara Morgan > Payne Hicks Beach LLP > London, England > Lawyer Profile

Payne Hicks Beach LLP Offices

Payne Hicks Beach LLP
10 NEW SQUARE
LINCOLN'S INN
LONDON
WC2A 3QG
England
Visit website 020 7465 4300 020 7465 4400

Sara Morgan

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02074654300 smorgan@phb.co.uk View profile

Work Department

Private Client

Position

Sara specialises in advising on personal taxation, trust and estate planning for individuals and trustees in the UK and overseas. She has extensive experience advising high net worth and ultra high net worth individuals and trustees on UK tax and trusts matters, particularly where there is an international dimension.

Many of Sara’s clients are either non-UK domiciled or non-UK resident and her work involves advising on not just the UK tax aspects of their personal wealth planning but also on family succession issues and the preservation of family wealth. She has considerable experience of the establishment and running of complex family wealth structures, including private trust companies.

Sara takes a client-focused approach to her work, seeking first to understand the aims and intentions of clients and then to consider how those can be achieved in an efficient and effective manner. Sara is able to provide a tax and succession advice to high net worth and ultra high net worth international individuals, working together with the client’s wider team of advisers and trustees to provide a cohesive approach which takes into account the client’s broader concerns and intentions.

Career

Sara joined Payne Hicks Beach as a Partner in the Private Client team in November 2022, arriving from Fieldfisher LLP (where she had moved in 2019 with the Linklaters trusts team). Sara qualified as a Solicitor in 2004, became a member of STEP in 2006 and a Chartered Tax Adviser in 2009. In the course of her career, Sara has worked in other highly-ranked London Private Client teams, including Withers and Forsters.

Lawyer Rankings

London > Private client > Personal tax, trusts and probate

Rosamond McDowell heads the department at Payne Hicks Beach LLP, which advises high-net-worth clients from the UK and internationally (many of whom feature in the Sunday Times Rich List, Forbes 400 and the Arabian Business Rich List). It also continues to receive instructions from Scandinavia and the Middle East. Other core areas of strength include advising UK resident non-domiciled clients on issues relating to pre-arrival planning and structuring. Robert Brodrick’s practice is divided into three main geographic areas of clients: Middle East, US/UK and UK domestic. Other highly regarded members of the department include Frederick Bjørn, Basil Dixon, Martin Paisner and Clare Hetherington. Recent highlights included Emma Harris’ promotion to the partnership and Sara Morgan’s addition to the team from Fieldfisher in November 2022.

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