Skip to content

People

Sophie Hart, Associate

Sophie advises on cross-border succession planning and family law matters for individuals, families and their advisors.

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
TOP