Sophie is a Director in Saffery’s UK Private Client team, based in London.
She joined Saffery in 2021, bringing more than 13 years’ experience in private client tax. She is a member of the Chartered Institute of Taxation (CIOT).
Sophie advises a broad range of high net worth and ultra-high net worth individuals, as well as multigenerational families, on their UK tax compliance and advisory needs.
Key experience
- Advising high net worth and ultra-high net worth individuals and trusts on a wide range of tax matters, including UK residential property, income tax, charitable giving, capital gains tax and inheritance tax,
- Providing residence advice, including analysis of the Statutory Residence Test and assisting with claims under relevant Double Taxation Treaties,
- Managing HM Revenue & Customs enquiries and preparing voluntary disclosures,
- Overseeing UK tax compliance obligations, including complex tax returns for UK and international clients,
- Supporting family offices with tax compliance, administration, succession planning and a wide range of ad hoc advisory matters.
Interests
Sophie lives in Kent with her husband and two sons. Outside work, she enjoys travelling, spending time with family and friends, and renovating her forever home.