Sophia Li
Sophia’s professional experience spans a wide range of personal and family advice on succession and estate planning. She works closely with landowners, high net worth individuals, trusts and family businesses, advising them on tax planning and mitigation.
Sophia specialisms in succession and estate planning cover the key areas of asset protection, the creation of tax-efficient wills and power of attorney and. She also provides advice on foreign property ownership, trust management and the private client side of corporate issues.
Proactive and energetic, Sophia delivers a definitive client service, offering practical and clear solutions at potentially difficult times. She has shaped her career guiding individuals, families and businesses through legal complexities and tax planning challenges, always focusing on her clients’ ultimate goals.
Sophia is a notary public, and a member of The Society of Trust and Estate Practitioners [STEP] and the Chartered Institute of Taxation [CIOT].
When relaxing away from her professional life, Sophia loves to travel and enjoys swimming. She also attempts to make her own clothes on occasion, but isn’t planning a career move in that direction any time soon…