She has extensive experience advising across all aspects of Private Wealth, including complex tax and succession planning, the creation, taxation and administration of trusts, the preparation of Wills, Lasting Powers of Attorney, Probate and Estate Administration.
Sophie has a particular interest in tax and succession planning for internationally mobile clients. She acts for a range of individuals and families often working closely with accountants, financial advisers and private bankers to help clients structure their affairs tax efficiently whilst meeting their overall succession goals.
Sophie is a registered DIFC Will draftsman and prepares both ADJD and DIFC Wills. Where clients require Wills across multiple jurisdictions, Sophie liaises with and works alongside local counsel and other international lawyers/professionals to ensure that the client is appropriately protected across all jurisdictions.
Sophie's practice encompasses charity law. Sophie creates and registers charitable companies, trusts and CIOs. This may be in the context of estate planning for philanthropic individuals wishing to continue philanthropy in their lifetime or on their passing. It may also be in the context of employers wishing to create benevolent funds or groups of individuals wishing to create a charity to support a worthy cause. Sophie advises charities on various non-contentious governance matters, including trustee duties and obligations, permanent endowment, restricted legacies, appointment and retirement of trustees and policy documents.
Sophie is a member of STEP and the Charity Law Association
Knowledge Hub
Recent changes to the UK's Trust Registration Service (TRS) have significantly expanded the range of non-UK trusts required to register, creating new compliance obligations for some offshore structures that have historically fallen outside the registration regime.
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