Sophie Hart, Associate
Sophie advises on cross-border succession planning and family law matters for individuals, families and their advisors.
Contact Sophie
- Tel +41 (0) 22 591 1854
-
Email Sophie
Email: sophie.hart@crsblaw.com
- View Sophie's LinkedIn Profile
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- Geneva
Service:
About
Sophie’s practice is centered on UK and international estate planning, with a focus on advising individuals, families and trustees on wealth protection, lifetime planning, succession structuring and tax mitigation. Sophie advises on UK tax regimes with a particular focus on UK non-domiciled individuals and trusts, and on the creation, maintenance and winding up of trusts and associated structures. Sophie frequently works with UK non-domiciled individuals on pre-residency planning, and has experience preparing complex cross-border wills.
Sophie’s practice also expands to advising on family and children matters, often with an international element.
Sophie is admitted to practice in England & Wales and is based in our Geneva office.
Experience
- Advising on pre-UK residency planning for high net worth international families
- Establishing trust and family governance structures for UK resident non-domiciled individuals
- Advising on global succession issues concerning high net worth multi-jurisdictional estates
- Advising on the UK Statutory Residence Test and preparing domicile statements
- Advising trustees of UK tax and reporting issues in relation to UK resident settlors/beneficiaries
- Preparing a range of Wills, from simple form for English assets to complex worldwide Wills, and Lasting Powers of Attorney
- Advising on the tax treatment of UK property purchase, ownership and sale for individuals, trustees and companies
- Advising on conflicts of laws and the EU Succession Regulation as it applies to UK nationals
- Advising on co-habitation, pre-nuptial and post-nuptial agreements
- Assisting on international surrogacy and adoption matters
Our thinking
Alice Martin
Untangling the UK/Swiss Knot: Wills for Swiss/UK couples
Before Heidi and Henry “settle down”, they decide to go on a free-ride skiing adventure. Do they need Wills?
Sophie Hart
Inheritance tax impact in cross-border estates: leaving your Swiss or UK property to your heirs
We take a look at the inheritance tax rules activated on the passing of Swiss or UK real estate to heirs on death.
Sophie Hart
Tax thoughts on climbing the UK / Swiss real estate ladder – Part 2
In this series, we take a look at UK and Swiss tax issues which should be considered when climbing the English or Swiss real estate ladder.
Sophie Hart
Tax thoughts on climbing the UK / Swiss real estate ladder – Part 1
In this series, we take a look at UK and Swiss tax issues which should be considered when climbing the English or Swiss real estate ladder.
Grégoire Uldry
My Swiss bank account: what’s there to know?
Having a bank account in Switzerland is very commonplace as far as banking arrangements go.
Alice Martin
Powers of Attorney: Cross-border considerations
Powers of attorney (PoA) have existed for centuries, as a useful mechanism of delegating powers to others
Michael Wells-Greco
Time for resilience, reflection and re-building focus
Although estate planning may not be your first focus at this time, the current circumstances offer a time for reflection.
Catrin Harrison
Grounded? ‘Exceptional circumstances’ and the UK tax residence test
HMRC have updated their guidance on the UK’s Statutory Residence Test in light of the temporary grounding of individuals due to Covid-19.
Sophie Hart
Expats in Switzerland - Join the crowd (Part 2)
Sophie Hart
Expats in Switzerland – Join the crowd (Part 1)