Areas of expertiseCourt of ProtectionPower of AttorneyProbate & Estate AdministrationTrusts & Trust AdministrationWills & Tax Planning
Sophie is an experienced private client solicitor helping individuals plan for the future.
She is a full member of the Society of Trust and Estate Practitioners (STEP) which is a highly regarded industry standard for private client lawyers. She advises on will preparation, inheritance tax planning, trust and estate administration.
Sophie’s particular focus is on providing clear, accessible advice relating to issues encountered by older and vulnerable people, their families and carers. This includes advising on trust provisions, the Care Act, putting in place powers of attorney and applying to the Court of Protection.
Sophie acts as a professional attorney and is appointed by the Court of Protection as deputy for clients who lack mental capacity to manage their property and affairs.
She is a fully accredited member of Solicitors for the Elderly, a specialist group of lawyers aiming to support and make a difference to older and vulnerable people. She sits on the committee of the Birmingham branch.
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Estate administration – taxable and non-taxable
Will drafting – from straightforward to including trust provisions
Trust formation and administration
Inheritance tax planning
Court of Protection – applications including those related to the appointment or replacement of a deputy or trustee, statutory wills, gift approval and health and welfare matters
Lasting Powers of Attorney
Administration of a £1million plus taxable estate involving foreign assets and charitable beneficiaries.
Statutory will application to rectify misappropriation of assets by attorneys removed by the Court of Protection.
Drafting wills to include provision for disabled beneficiaries.
Fully accredited member of Solicitors for the Elderly
Full member Society of Trusts and Estates Practitioners
Member of Law Society Private Client section
“I’d like to specially thank Sophie Fenn for all her support and efficiency throughout the process of applying to the Court of Protection. I feel your level of service was at all times excellent.”
“I was put in touch with Sophie through the Solicitors for the Elderly network. Service from Sophie has been of the highest standard.”