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Julia Cox

Partner

Julia is a personal tax and trust lawyer with a wealth of experience in private client matters, particularly in estate and succession planning.

Julia-Cox

About

Julia's practice includes cross-border Will work, ensuring seamless estate planning for clients with assets in multiple countries. She has a strong background in trust and charity law, with experience handling matters involving the Charity Commission.

Julia advises a diverse range of clients from UK and international individuals to their families and trustees. She is a trusted adviser for UK entrepreneurs, business owners, and high-net-worth individuals, as well as for non-UK domiciliaries. Her experience extends to representing both corporate and individual trustees, whether they are based in the UK or elsewhere, along with other private client service providers.

One of the most fulfilling aspects of Julia's work is developing client relationships that span multiple generations. She is dedicated to helping families safeguard their wealth for the long term. Her recent projects include advising a family on transitioning assets to the next generation while ensuring appropriate provisions and control for the current generation, as well as reorganising trusts to allocate specific assets to designated beneficiaries in a tax-efficient manner.

Julia is admitted to practise in England and Wales.

Recognition

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  • Citywealth Leaders List - Recommended
  • legal-500-leading-partner-2025
  • CHNW-2024-Julia-Cox
  • cox-julia
  • julia cox
  • Spears 500_2022_Ribbon
  • uk-leading-individual-2021
  • Chambers HNW 2020 - Julia Cox

Our thinking

  • IHT and CGT key takeaways after the Autumn Budget

    Julia Cox

    Quick Reads

  • BBC Points West interviews Julia Cox on the impact of the UK Autumn Budget on high-net-worth individuals

    Julia Cox

    In The Press

  • eprivateclient quotes Julia Cox on speculation around potential inheritance tax changes ahead of the UK Autumn Budget

    Julia Cox

    In The Press

  • Morning Star UK quotes Julia Cox on the impact of potential inheritance tax rises in the UK Autumn Budget

    Julia Cox

    In The Press

  • BPR Webinar

    Julia Cox

    Events

  • Autumn Budget: possible CGT changes and pre-budget planning

    Julia Cox

    Insights

  • The Sunday Express quotes Julia Cox on the rumoured changes to inheritance tax gifting in the UK ahead of the Autumn Budget

    Julia Cox

    In The Press

  • An update on the proposed changes to business property relief – draft legislation released

    Julia Cox

    Insights

  • Professional Adviser quotes Julia Cox on the potential for a future UK 'wealth tax'

    Julia Cox

    In The Press

  • The Telegraph quotes Julia Cox on the use of Family Investment Companies for inheritance planning

    Julia Cox

    In The Press

  • Sarah Jane Boon and Julia Cox write for Tax Adviser on safeguarding family wealth and the role of pre- and post-nuptial agreements

    Sarah Jane Boon

    In The Press

  • Policy; Private Capital & Digital Transformation: What to look for in the Investors & Entrepreneurs’ space in 2025

    Mike Barrington

    Insights

  • Julia Cox, Harriet Betteridge and Alexandra Clarke write for Tax Journal on who might be considered the ‘winners’ and ‘losers’ from an IHT perspective following the UK Autumn Budget

    Julia Cox

    In The Press

  • Budget 2024 - IHT winners and losers

    Julia Cox

    Quick Reads

  • The Sunday Times quotes Julia Cox on the impact of potential capital gains tax rises on businesses and entrepreneurs

    Julia Cox

    In The Press

  • Asian Private Banker quotes Dominic Lawrance and Julia Cox on anticipated tax changes in the UK

    Dominic Lawrance

    In The Press

  • The Telegraph quotes Julia Cox on the potential hike to capital gains tax

    Julia Cox

    In The Press

  • Mind your business: Safeguarding your business against loss of mental capacity

    Julia Cox

    Insights

  • Spear's quotes Julia Cox on the Autumn Statement providing greater clarity for HNWIs post-election result

    Julia Cox

    In The Press

  • IFA Magazine quotes Julia Cox on the possibility of more tax cuts before the general election

    Julia Cox

    In The Press

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