Sonia is the Head of the Private Client Department and has over 10 years’ experience in private client work.
Born in Staffordshire, she relocated to the South West in 2008 to join Beers LLP, becoming a Partner in April 2015. She began her legal career studying with the Institute of Legal Executives qualifying as a Fellow of the Institute in 2009. Sonia then continued her professional development at the University of West of England and qualified as a solicitor in 2011. Sonia’s specialisms include all aspects of Will writing to include the creation of trusts, preparation of General and Lasting Powers of Attorney, Probate, Inheritance Tax advice taxation of trusts and assistance with your financial affairs.
Sonia is a fully accredited member of SFE (Solicitors for the Elderly) and a committee member with her local organization, a Dementia Friend and an affiliate member of STEP (Society of Trust and Estate Practitioners). Until recently she was an active committee member of Devon and Somerset Law Society.
Away from the office Sonia enjoys spending time with her young family.
Kate joined Beers in July 2000 as an office assistant following her graduation from Agricultural College. Since joining Beers she has progressed through the ranks and has been part of the Private Client team since 2002. She is a valued and trusted member of the team. Kate continued her education with the Chartered Institute of Legal Executives (CILEX) and became an Associate Member of CILEX in 2012. Kate is also an Associate Member of the Solicitors for the Elderly. Kate is working towards full qualification as a Fellow of CILEX.
Kate currently assists clients with the management of their affairs, this includes dealing with their day to day finances, arranging payment of their bills and household expenses, settling their tax position and ensuring that their investments are properly managed. She also undertakes the work of registration of Enduring Powers of Attorney together with the preparation and registration of Deputy Orders and Lasting Powers of Attorney. Kate’s experience within the private client department also allows her to assist the team in the areas of Wills, Administration of Estates, Taxation and the Administration of Trusts.
Natasha joined the Beers Private Client team in February 2022 as a Private Client Tax Adviser. Natasha has 14 years personal tax experience, she began her training in 2008 with Ernst & Young where she prepared tax returns for high net worth individuals and dealt with UK residency issues for employees of large companies. Whilst at Ernst & Young she qualified as a Taxation Technician and became a member of the Association for Taxation Technicians. In 2012, Natasha moved to Francis Clark as a Senior to continue her career in personal tax and then progressed to become a Manager. Natasha continued specialising in the affairs of high net worth individuals, capital gains reporting and UK tax residency.
Natasha will be working with the Private Client team to provide support with our clients tax affairs, this includes the preparation of estate accounts, personal tax returns, estate tax returns and informal reporting for administration periods. Natasha can also offer assistance with the preparation of capital gains tax returns for the disposal of UK residential property.
Away from the office Natasha has two young boys that keep her busy and enjoys all things related to living in the beautiful South Hams, sunny beach days or a damp dog walk!
