Sophie Le Breton

Sophie is a senior associate in the private client and tax team.

Sophie's work incudes: 

• Estate planning, such as drafting wills, letters of wishes, lasting powers of attorney and life insurance policy trusts and advising on the tax and practical implications of passing personal and business assets to the next generation.
• Advising clients on how to structure the succession of wealth down generations during their lifetime, including the establishment of trusts, family partnerships and family investment companies and the ongoing operation of such structures.
• Advising entrepreneurs on ways to tax efficiently structure their business interests and the succession of their business interests. Sophie often advises entrepreneurs as to the tax planning they can undertake prior to a liquidity event. 
• Advising individuals in advance of moving to the UK in relation to their pre-arrival tax planning, often including how best to structure the purchase of a home in the UK.
• Advising on family governance, succession and the introduction of the next generation to the family's wealth or family business, often working in conjunction with single or multiple family offices. This can include the preparation of family charters.
• Assisting clients to establish charities and advising in relation to their philanthropic ventures, tax efficient gifting options and the interplay between philanthropy and estate planning. Sophie is a member of Withers' Philanthropy special interest group. 
• Advising on knotty trust law issues often linked to the exercise of trustees' power and the taxation of offshore trusts.