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Sophie Hart, Associate

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

About

Sophie’s practice is centred on UK and international estate planning, with a focus on advising individuals, families and trustees on Anglo/Swiss wealth protection, lifetime planning, succession structuring and tax mitigation. Sophie advises on the creation, maintenance and winding up of trusts and associated structures, with an eye to related private client matters – mental capacity issues, family relationship dynamics and the involvement of business assets.

Sophie additionally advises on UK tax regimes with a particular focus on UK non-domiciled individuals and trusts, and frequently works with UK non-domiciled individuals on pre-residency tax and estate planning. Sophie is experienced in preparing complex cross-border wills, and often advises on related Anglo/Swiss mental capacity matters.

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

  • Establishing and implementing trust and family governance structures
  • Advising on global succession issues concerning high net worth multi-jurisdictional estates
  • Preparing a range of Wills, from simple form for English assets to complex worldwide Wills, particularly where there is an Anglo/Swiss connection
  • Advising on conflicts of laws and the EU Succession Regulation as it applies to UK nationals
  • Advising on administration of estates with a UK and Swiss connection
  • Preparing Lasting Powers of Attorney and advising on Anglo/Swiss mental capacity matters
  • Advising on pre-UK residency planning for high net worth international families
  • Advising on the UK Statutory Residence Test and preparing domicile statements
  • Advising trustees of UK tax and reporting issues in relation to UK resident domiciled and non-domiciled settlors/beneficiaries
  • Advising on the tax treatment of UK property purchase, ownership and sale for individuals, trustees and companies
  • Advising on co-habitation, pre-nuptial and post-nuptial agreements
  • Assisting on international surrogacy and adoption matters
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