Specialist in tax planning for family businesses and individuals.
Sophie joined Albert Goodman as a qualified accountant in 2016 and following a decade of experience managing a portfolio of clients, primarily farms and landed estates, Sophie moved into the personal tax team to focus on providing tax advice.
Sophie advises clients on a range of tax matters with a particular specialism in succession planning and capital taxes including capital gains and inheritance tax. Sophie is able to manage a project and liaise with other professionals, such as valuers, land agents and solicitors, in order to see a plan through from the initial advice to completion.
Alongside this, Sophie continues to manage a portfolio of landed estates clients and individuals requiring ad hoc advice and personal tax returns.
Sophie also assists with the preparation of expert witness reports. These can be tax related, such as for partnership disputes or divorce proceedings, or in respect of the livelihood condition for AHA tenancy succession.
