Sophie St John

Spear’s Review

Having been made partner in Broadfield’s private client team in 2022, Sophie St John provides HNW clients, their families and trustees with advice on a wide range of legal and tax issues. These include estate and succession planning, wealth holding and preservation structures such as trusts, UK tax planning and probate.

Prior to joining Broadfield (formerly known as BDB Pitmans), St John served as partner at RSM, legal counsel at Barclays and a senior associate within the private client department at Allen & Overy. She is an active member of the Society of Trust and Estate Practitioners (STEP).

Adviser Profile

Sophie provides UK residents, international individuals, families, family offices and trustees with advice on a wide range of UK legal and tax issues relating to estate and succession planning, wealth holding and preservation structures, such as trusts, and UK tax planning. For example, she advises on inheritance tax (including related double tax treaties), residence, domicile, the creation and operation of trusts, changes in UK tax legislation, regulatory developments and wills.

Sophie has a particular focus and interest in advising internationally mobile individuals and families with a global footprint in connection with the issues they face in the context of cross-border planning and frequently works with professionals qualified in other relevant jurisdictions to coordinate cross-border advice for families.