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Sonya Rees

Partner

US/UK Private Client

sonya.rees@blickrothenberg.com

Find me on LinkedIn

+44 (0)20 3141 2762

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

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

Contact Sonya

Insights

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