Sophie Campbell

Fellow of CILEX in Wealth Management and Estate Planning 

A. E. Verona Cocks

What Sophie’s clients say:

“Personal, professional, prompt and friendly service. Every step of the Will process was explained, and I was kept informed of the progress. Delighted to have Face to Face meetings.”


“Sophie listened to us, was able to give the correct advice and showed great empathy when discussing what our best options would be to suit our particular requirements, all in language easy to understand!”


“I spoke with Sophie yesterday as I needed some advice around powers of attorney. This is a difficult time for my family and I and also very stressful. On both of the occasions I have contacted Sophie she has been empathetic and professional. She is very knowledgeable and given me the best advice. I cannot rate her highly enough.”


“Throughout the whole process Sophie was extremely helpful and always answered questions raised swiftly and clearly. Sophie was always friendly but also very efficient. I also feel that she went above and beyond in achieving probate resolution for my mother’s estate and then helping me deal with the very sad event of my brother dying recently, and how his portion of the estate could be managed. I would like to say thank you so very much to Sophie for all of the help that she gave to me. I never felt that I was being a nuisance in contacting her, and this was vital during these sad times. This is due to Sophie’s lovely manner and professionalism."

London  020 3745 6535 · Truro  01872 672072


Profile:

Sophie is a Wills, Trusts and Probate specialist, with over 14 years’ experience. She qualified as a CILEX lawyer 7 years ago and takes great pride in delivering tailored and empathetic guidance to clients during some of life’s most challenging moments.


Background:

Sophie qualified as a lawyer through an apprenticeship route called the Chartered Institute of Legal Executives (CILEX), which is a professional body that offers a pathway for individuals to qualify as lawyers, through a combination of rigorous academic training and hand-on experience.


Sophie is also a registered Trust and Estate Practitioner through The Society of Trusts and Estates (STEP) - a globally recognised professional association whose advisors are considered experts in Inheritance Tax and succession planning. 


Sophie started her legal career in Surrey and has experience working in London advising high-net-worth individuals.



Sophie now enjoys life living by the sea in Cornwall with her family and dog named Paddy.


Expertise:

Sophie has a wide range of knowledge and skills in estate planning and administration. Her specialisms include:


Will Drafting and Advice

  • Tailored will preparation, including complex estates.
  • Advice on asset protection through wills from things such as care home fees or divorce.
  • Advice on inheritance tax and how to mitigate this


Trusts

  • Advice on setting up lifetime trusts including discretionary trusts.
  • Advising on the role and duties of trustees.
  • Lifetime trust planning and asset protection.


Inheritance Tax Planning

  • Strategies to minimise Inheritance Tax liabilities. 
  • Advice on lifetime gifts, exemptions, and reliefs.
  • Using trusts and other vehicles to mitigate tax burdens.


Probate and Estate Administration

  • Full probate process from applying for grants of representation to final distributions.
  • Intestacy advice and the administration of estates without a will.
  • Estate account preparation and tax filings, including Inheritance Tax.
  • Dealing with complex estates, including foreign assets or business interests


Lasting Powers of Attorney (LPAs)

  • Advice on creating Lasting Powers of Attorney for property, financial, and health decisions.
  • Guidance on mental capacity and the role of attorneys.
  • Registration of LPAs.

Get in touch

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