Sophie is an Associate in the Landed Estates and Agriculture team.
She advises on succession, generational and IHT planning, considering all aspects of the family situation and taking time to understand the individual’s intentions and tailoring advice based on their requirements. Working seamlessly with other professionals, she helps navigate the complexities of wealth protection strategies.
In addition, Sophie provides advice on setting up trusts, general trust advice, preparing and advising on wills, and all aspects of probate.
Clients include landed estates, farming families and business owners and private clients.
Recent examples of how Sophie has supported clients include:
- supporting a family with large-scale succession planning including advising on lifetime gifts to children and gift intro trust, IHT planning and mitigation advice, trust advice and a business restructuring project including tax planning advice;
- dealing with the administration of an estate involving high value claims for agriculture property and business property relief; and
- advising a farming family on the availability of agricultural property and business property relief to mitigate IHT exposure.