Sophie Smith

Senior Tax Manager

Sophie is a private client tax adviser with over 10 years’ expertise in assisting individuals with a wide range of tax matters. Sophie qualified as a Chartered Tax Advisor in 2022 and brings a wealth of technical knowledge and experience, alongside valuing strong client relationships.

Throughout her career in tax, Sophie has worked with a diverse range of clients, including high-net-worth individuals, non-UK resident and domiciled clients, sole traders, owner-managed businesses and trusts. Her expertise covers a broad spectrum of tax matters, including complex Tax Returns, employment related securities, UK tax residency and domicile issues, and HMRC disclosures. Sophie also provides advice to clients on key areas such as UK tax residency, the personal tax implications of employment related securities, and inheritance tax planning.

Outside of work, Sophie can often be found chasing after her two sons or spending time in her garden. Sophie also enjoys travelling whether it is discovering somewhere new with her family or enjoying a peaceful break!

Expertise: Personal Tax Compliance, Personal Tax Planning