Julia is a personal tax and trust lawyer with considerable experience in a broad range of private client matters involving all aspects of estate and succession planning.
She is experienced in cross-border Will work for clients. She has a range of trust and charity law experience, including acting in a number of matters involving the Charity Commission.
Julia's clients include UK and international individuals, their families and trustees. Julia regularly acts for UK entrepreneurs, business owners and high net worth individuals, as well as non-UK domiciliaries.
She has acted for many corporate and individual trustees, both UK and non-UK resident, as well as other private client service providers.
Julia has greatly enjoyed forming client relationships that have lasted from one decade to the next and across generations, with a focus on protecting family wealth in the long term.
Her recent work includes advising a family on the passing of assets to the next generation while ensuring that proper provision and control are retained for the current generation and trust reorganisations to put particular assets in the control of certain beneficiaries, all tax efficiently.
Julia regularly provides trustee training. She also comments and presents on topical issues such as family businesses.
Julia is admitted to practise in England and Wales.