Bio
Sophie is a Private Client Senior Associate.
Sophie specialises in advising on succession, generational, and Inheritance Tax (IHT) planning, supporting landed estates, farming families, business owners, and private clients to navigate the complexities of wealth protection strategies.
Her expertise also spans advice on setting up trusts, general trust advice, preparing and advising on wills, and all aspects of probate.
Examples of Sophie’s work include:
- Supporting a family with large-scale succession planning, including advising on lifetime gifts to children, Inheritance Tax planning and mitigation, trust advice, and a business restructuring project including tax planning advice.
- Dealing with the administration of an estate involving high-value claims for Business and Agricultural Property Reliefs.
- Advising a farming family on the availability of Agricultural and Business Property Reliefs to mitigate Inheritance Tax exposure.