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Sophie is a Senior Associate in the Private Client and Tax department.
She advises individuals, trustees, beneficiaries and family offices on private wealth issues, often involving international (including US) tax and trust matters.
Sophie has over ten years' experience in advising individuals and their families on the establishment and running of bespoke asset holding structures, and a particular focus on the governance mechanisms related to those structures.
Sophie also works closely with trustees, protectors and beneficiaries on trust law matters, principally relating to offshore structures. As a former museum professional, Sophie is especially interest in arts and heritage and has a keen interest in advising clients on succession planning and asset structuring involving art as an asset class.
In recent years, Sophie has lectured on the family office programme for the Henley Business School and has presented on public information and beneficial ownership registers for the Society of Trust and Estates Practitioners (STEP).
Sophie was named as a Rising Leader in the 2023 Private Client Global Elite directory, a peer-nominated list of the world's most respected lawyers advising high net worth individuals.
Experience
Me in a minute
I enjoy the fact that I work in a technical area of law but one which also requires emotional intelligence and empathy
I came to the law quite late, after spending several years working in museums in the UK and abroad. The skills I learned doing curatorial work are well suited to law - the ability to analyse and understand complex issues and to present information clearly and precisely matters to curators as well as lawyers.
I look after wealthy individuals, their families and trustees and advise on a wide range of tax and succession issues. Most of my work is international in its outlook and some clients have little or no connection with the UK. I enjoy the fact that I work in a technical area of law but one which also requires emotional intelligence and empathy. I like getting to know clients and understanding their family dynamics as I think it is important to understand the factors which affect their decision-making. It is always satisfying to be able to provide clients with practical solutions for estate planning.