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Sophie Dworetzsky

Partner

Sophie advises high net worth individuals on wealth planning, with a particular focus on advising non-domiciliaries on tax efficiency for UK assets and for offshore assets.

sophie-dworetsky

About

Sophie focuses on advising UK resident and non-resident individuals on their tax planning. Her clients are frequently hedge and private equity fund managers, as well as entrepreneurs. She is particularly knowledgeable on carried interest, tax efficient investing for trusts (especially protected settlements) and family investment companies as part of larger succession planning.

Sophie was listed in Spear's 2019 Top 10 Tax Advisors. 

Experience

Sophie has advised trustees and the settlor of a complex offshore private trust company structure holding hedge fund investments as well as more general investments, on (i) ensuring the investments were tax efficient given the profile of the settlors and beneficiaries (ii) avoiding tainting under the new deemed domicile rules (iii) linking the structure to a philanthropic focus and (iii) working with investment managers to agree tax efficient guidelines for the structure.

Sophie has also established a number of sophisticated family investment companies with multiple share classes as well as family limited partnerships, which both offer alternative approaches to succession planning.

Sophie has also advised on holding structures for ‘boys toys’ – planes, yachts and sometimes art – to make sure they can be enjoyed and also provide liability protection and tax efficiency.

Recognition

  • dworetzsky-sophie
  • sophie dworetzsky
  • Spears 500_2022_Ribbon
  • WWL Private Client 2021 - Rosette (1)
  • Sophie Dworetzsky - Chambers HNW 2021

Our thinking

  • The Financial Times, The Guardian and City AM quote Sophie Dworetzsky and Dominic Lawrance on Labour’s proposed tax crackdown on non-doms

    Sophie Dworetzsky

    In The Press

  • Dominic Lawrance and Sophie Dworetzsky are quoted by the press on the abolition of non-dom status announced in the Budget

    Dominic Lawrance

    In The Press

  • The Financial Times quotes Sophie Dworetzsky on potential drawbacks of changing or scrapping UK non-dom rules

    Sophie Dworetzsky

    In The Press

  • Sophie Dworetzsky and Julia Cox quoted on the Chancellor's Spring Statement

    Sophie Dworetzsky

    In The Press

  • Spring Statement and Economic Crime

    Sophie Dworetzsky

    Quick Reads

  • David Hicks, Robert Birchall and Sophie Dworetzsky write for FT Adviser on what business owners need to know when selling a business

    Robert Birchall

    In The Press

  • Registration of Overseas Entities Bill

    Sophie Dworetzsky

    Insights

  • Sophie Dworetzsky and Helen Coward write for Tax Journal on the impact of the Chancellor’s Budget on the private client industry

    Sophie Dworetzsky

    In The Press

  • Building Back Better

    Sophie Dworetzsky

    Quick Reads

  • Sophie Dworetzsky quoted in the Financial Times on the increase to corporation tax

    Sophie Dworetzsky

    In The Press

  • Sophie Dworetzsky quoted by the Daily Express on the implications of the proposed wealth tax

    Sophie Dworetzsky

    In The Press

  • Wealth tax – will the UK be richer for it?

    Charlie Searle

    Insights

  • He's behind you..

    Sophie Dworetzsky

    Quick Reads

  • Is it really time for a wealth tax?

    Sophie Dworetzsky

    Insights

  • Sophie Dworetzsky writes for Tax Journal on whether now is really the time for a wealth tax in the UK

    Sophie Dworetzsky

    In The Press

  • Non-doms - what the HMRC review tells us

    Sophie Dworetzsky

    Quick Reads

  • Who fancies a holiday?

    William Marriott

    Quick Reads

  • Protected settlements: tainted love

    Sophie Dworetzsky

    Insights

  • Wealth tax for the UK?

    Sophie Dworetzsky

    Quick Reads

  • Sophie Dworetzsky and Catrin Harrison write for Tax Journal on the unexpected aspects of the rules on protected settlements

    Sophie Dworetzsky

    In The Press

  • Latest views on whether we will have an interim budget

    Sophie Dworetzsky

    Insights

  • Tax rates - a moving target?

    Sophie Dworetzsky

    Quick Reads

  • The Generous Chancellor

    Sophie Dworetzsky

    Insights

  • Sophie Dworetzsky quoted in eprivateclient on the changes to Entrepreneurs Relief announced in the Chancellor's Budget

    Sophie Dworetzsky

    In The Press

  • From little acorns

    Sophie Dworetzsky

    Quick Reads

  • Sophie Dworetzsky identifies how the UK can restore confidence and signal that it is open to business with a Budget wish-list in eprivateclient

    Sophie Dworetzsky

    In The Press

  • Entrepreneurs' Relief

    Charlie Searle

    Insights

  • Sophie Dworetzsky writes for City AM on the opportunity to help both startups and investors in the upcoming Budget

    Sophie Dworetzsky

    In The Press

  • Sajid Javid goes - what next for the Budget?

    Sophie Dworetzsky

    Quick Reads

  • Conservative tax policy - what could we expect?

    Sophie Dworetzsky

    Quick Reads

  • Labour tax policies - a few thoughts

    Sophie Dworetzsky

    Quick Reads

  • General election – Labour tax policy - what we know so far

    Sophie Dworetzsky

    Quick Reads

  • Conformity gone mad?

    Sophie Dworetzsky

    Quick Reads

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