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About Sophie
I am a Senior Associate in the firm’s Private Wealth team, advising clients on a wide range of matters relating to their personal affairs and long-term planning.
I provide clear, practical advice on inheritance tax and lifetime planning, will drafting, and the preparation of lasting powers of attorney, helping clients put robust plans in place for the future.
I also support clients through particularly sensitive and difficult periods, including following the death of a loved one. This includes obtaining Grants of Probate and advising on the full administration of estates, often where there are complex issues such as significant inheritance tax liabilities, available reliefs, and charitable beneficiaries.
I am known for being approachable and compassionate, with a strong commitment to delivering an excellent client experience. I take pride in providing advice that makes clients feel supported, listened to, and confident that they have an adviser they can trust.
With over five years’ post-qualification experience, I advise clients from a wide range of backgrounds and at different stages of life. This includes younger clients taking their first steps into adult life, such as purchasing property and protecting their interests through declarations of trust, as well as clients later in life seeking to safeguard their estates for the benefit of their families through tax-efficient planning and carefully drafted wills. I have also guided many families through the estate administration process, including estates involving complex tax considerations.
I began my training contract with Barlow Robbins (now Moore Barlow) in 2018, qualifying in December 2020.
Outside of work, I enjoy cooking and good food, cheese and wine nights, and spending time with my young family. I grew up locally and attended Godalming College, before moving to Lancaster to study History and Politics. I returned to Guildford in 2015 to complete my Graduate Diploma in Law.
Specialisms
- Wills and estate planning
- Inheritance tax and lifetime planning
- Lasting Powers of Attorney
- Probate and estate administration
- Declarations of Trust
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