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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

23 March 2022

2021/22 UK Tax Year End Planning for US Individuals

Further to our comprehensive Personal Tax Planning Guide, this article highlights some items more relevant to dual US & UK tax residents.

06 December 2021

2021 year-end tax planning: 7 top tips

We look at some of the tax planning opportunities available to Americans based in the UK, together with some key dates for your diaries.

13 June 2021

Biden paves way for higher UK taxes

President Biden’s democratic tax reforms could see tax rises in the UK says Robert Pullen.