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Sophie Dworetzsky

Partner

Sophie advises high net worth individuals on wealth planning, with a particular focus on advising non-domiciliaries on tax efficiency for UK assets and for offshore assets.

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About

Sophie focuses on advising UK resident and non-resident individuals on their tax planning. Her clients are frequently hedge and private equity fund managers, as well as entrepreneurs. She is particularly knowledgeable on carried interest, tax efficient investing for trusts (especially protected settlements) and family investment companies as part of larger succession planning.

Sophie was listed in Spear's 2019 Top 10 Tax Advisors. 

Experience

Sophie has advised trustees and the settlor of a complex offshore private trust company structure holding hedge fund investments as well as more general investments, on (i) ensuring the investments were tax efficient given the profile of the settlors and beneficiaries (ii) avoiding tainting under the new deemed domicile rules (iii) linking the structure to a philanthropic focus and (iii) working with investment managers to agree tax efficient guidelines for the structure.

Sophie has also established a number of sophisticated family investment companies with multiple share classes as well as family limited partnerships, which both offer alternative approaches to succession planning.

Sophie has also advised on holding structures for ‘boys toys’ – planes, yachts and sometimes art – to make sure they can be enjoyed and also provide liability protection and tax efficiency.

Recognition

  • CHNW-2024-Sophie-Dworetzsky
  • dworetzsky-sophie
  • sophie dworetzsky
  • Spears 500_2022_Ribbon
  • WWL Private Client 2021 - Rosette (1)
  • Sophie Dworetzsky - Chambers HNW 2021

Our thinking

  • Sophie Dworetzsky writes for Tax Journal on the proposed new foreign income and gains (FIG) regime announced in the UK budget

    Sophie Dworetzsky

    In The Press

  • IFA Magazine quotes Sophie Dworetzsky on the capital gains tax increases announced in the UK budget

    Sophie Dworetzsky

    In The Press

  • City AM quotes Sophie Dworetzsky on the potential impact of non-dom changes on high-profile footballers

    Sophie Dworetzsky

    In The Press

  • The Financial Times quotes Sophie Dworetzsky on the potential watering down of Labour’s non-dom tax plans

    Sophie Dworetzsky

    In The Press

  • The Telegraph quotes Nicola Saccardo and Sophie Dworetzsky on the ‘uptick in relocations’ amongst HNW individuals following the abolition of the non-dom regime

    Nicola Saccardo

    In The Press

  • The Financial Times quotes Sophie Dworetzsky on Labour’s plans to scrap the UK’s ‘non-dom’ tax status

    Sophie Dworetzsky

    In The Press

  • The Telegraph quotes Sophie Dworetzsky on plans to scrap the non-dom tax status

    Sophie Dworetzsky

    In The Press

  • The UK’s March 2024 budget: Offshore trusts - have reports of their demise been greatly exaggerated?

    Sophie Dworetzsky

    Insights

  • The Financial Times, The Guardian and City AM quote Sophie Dworetzsky and Dominic Lawrance on Labour’s proposed tax crackdown on non-doms

    Sophie Dworetzsky

    In The Press

  • Dominic Lawrance and Sophie Dworetzsky are quoted by the press on the abolition of non-dom status announced in the Budget

    Dominic Lawrance

    In The Press

  • The Financial Times quotes Sophie Dworetzsky on potential drawbacks of changing or scrapping UK non-dom rules

    Sophie Dworetzsky

    In The Press

  • Sophie Dworetzsky and Julia Cox quoted on the Chancellor's Spring Statement

    Sophie Dworetzsky

    In The Press

  • Spring Statement and Economic Crime

    Sophie Dworetzsky

    Quick Reads

  • David Hicks, Robert Birchall and Sophie Dworetzsky write for FT Adviser on what business owners need to know when selling a business

    Robert Birchall

    In The Press

  • Registration of Overseas Entities Bill

    Sophie Dworetzsky

    Insights

  • Sophie Dworetzsky and Helen Coward write for Tax Journal on the impact of the Chancellor’s Budget on the private client industry

    Sophie Dworetzsky

    In The Press

  • Building Back Better

    Sophie Dworetzsky

    Quick Reads

  • Sophie Dworetzsky quoted in the Financial Times on the increase to corporation tax

    Sophie Dworetzsky

    In The Press

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