Charlie Sosna

Charlie is a Partner and Head of Private Wealth and Tax in Mishcon Private, with expertise in UK and international tax, including UK-US tax planning; trusts; asset protection structuring; and lifetime planning for high-net and ultra-high net worth individuals, families and their trustees. He frequently advises on residence and domicile issues and on effective tax planning, with a particular focus on clients with connections in Asia.

Charlie is a regular commentator on the UK’s taxation rules and wider international tax issues, contributing to leading media outlets including the Financial Times, The Times, Bloomberg and specialist private wealth publications. He is frequently sought for his clear, pragmatic insight on non‑dom changes, the impact on internationally mobile individuals and families, and the new FIG regime. He is recognised as a trusted voice in professional discussions on UK tax matters.

Charlie is ranked in the leading directories with Chambers HNW describing him as "one of the best private client advisers" and "technically superb with very good client-handling skills". Legal 500 notes Charlie is "super knowledgeable and very personable with a Pragmatic approach". He is also ranked as Top Recommended in the Spear’s Tax Lawyers Index and the Contentious Trust Index 2025.

Key Experience

• Providing ongoing support and advice to the family office of a multi-national ultra-high net worth family on their UK tax and structuring. The family are based across four jurisdictions (including the UK) with assets and businesses across eleven jurisdictions.
• Advising a Chinese billionaire property developer on his UK tax and estate planning including how to structure the purchase and ownership of a very high value UK residential property.
• Advising the trustee of an offshore "excluded property" trust, with a very substantial UK property portfolio, in relation to trust restructuring. The restructuring is a consequence of a breakdown in relations between the two principal beneficiaries, requiring the segregation of their respective interests.
• Detailed tax and structuring advice to an ultra-high net worth non-UK resident and domiciled family, their family office and companies covering the UK, Monaco, Switzerland, France, Cyprus, Luxembourg and Bermuda.
• Advising a non-UK resident and non-UK domiciled CIS family, their trust companies and family office on the creation of offshore asset protection structures.
• Relocation advice to an ultra-high net worth family covering over fifteen jurisdictions.
• Advising an ultra-high net worth family on the separation of their family assets including cross-family loans and minority shareholding in companies in numerous jurisdictions held by offshore trusts.
• Advising a Middle Eastern ultra-high net worth individual on offshore structuring for the purchase and development of land in the Middle East.
• Advising individuals on their residence and domicile status and how relocating would affect their exposure to UK tax.

Career History

Partner, Mishcon de Reya LLP
Managing Associate, Mishcon de Reya LLP
Associate, Mishcon de Reya LLP
Solicitor, Mishcon de Reya LLP
Solicitor, Berkeley Law Ltd
Solicitor, Lawrence Graham LLP
Trainee Solicitor, Lawrence Graham LLP
King's College, London, Law LLB