We are delighted to have won the Accountancy Team of the Year (midsize firm) category at the national STEP Private Client Awards, which took place in London, November 2018.

The Sagars trust team was represented at the awards by Becky Williams, Anne Morrison and Fergus Beadle

STEP Private Client Awards 2018/19 Winner - Accountancy Team of the Year (midsize firm)

Held by STEP, the worldwide professional association for those advising families across generations, the awards are highly regarded as a celebration of excellence across the private client world.

The Judges said:

Sagars’ submission was ‘simple, sensible and thorough’, giving a real sense of the down-to-earth, hard-working team behind the name.

Congratulating all the winners, STEP worldwide chair, Patricia Wass TEP said,

The Private Client Awards are a marvellous way to promote and celebrate best practice and high standards. We have seen some excellent work over the last year, and our winners – and indeed our runners-up – should be proud of themselves. Our congratulations to them all.

Did you know?

  • Sagars look after 492 Trusts

  • We take care of trusts which hold combined assets over £1 billion

  • One of our Trusts holds in excess of £100 million

  • 46% of our team are qualified accountants

  • 32% of Sagars team members are qualified tax professionals

  • We’ve recently worked on international matters with Portuguese, New Zealand and Swiss tax regimes

If you need someone to trust with your Trusts...

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