Sonya Rees

Partner

US/UK Private Client

I am a UK Chartered Tax Advisor and Fellow Chartered Accountant. I have been working with high net worth families and their trusts for over 20 years.

I specialise in advising non-UK domiciliaries on personal tax and inheritance tax matters, and routinely advise US-connected clients on cross-border issues. I work closely with US Trustees with UK resident beneficiaries on mitigating double tax on distributions and to bring their UK tax affairs up to date where needed.

I joined Blick Rothenberg in 2018 upon their acquisition of my previous firm, Westleton Drake. Prior to joining Westleton Drake, I was a partner at a leading London private client firm of Chartered Accountants from 2008 to 2018, having initially started there as a trainee in 2000.

I enjoy finding practical solutions to the complex cross-border problems faced by US clients, their families and their Trustees. Understanding a client’s individual circumstances is important to me in providing bespoke advice as is building long-term relationships.

Specialist areas

US/UK international trust and estates advice
Onshore and offshore trusts
Succession planning
Residence and domicile issues

Services covered

Qualifications and positions of note

Chartered Tax Advisor (CIOT)
Fellow Chartered Accountant (ICAEW)
Business and Finance Professional (ICAEW)

I am based at

City of London

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