About
Julia takes a pragmatic and calm approach, helping clients make decisions that reflect their commercial interests, family dynamics and long-term plans. Whether supporting business owners thinking about succession, guiding families with international estates or advising trustees on the management of long established structures, Julia provides clear, practical advice built around what matters most to her clients.
Estate and succession planning for business owners
A significant part of Julia’s practice involves advising UK entrepreneurs, owner managers and family businesses on estate and succession planning. She works with clients whose business interests sit at the centre of their wealth, helping them plan for the transfer of value and control, and consider how ownership structures will operate across generations.
Her work includes advising on flexible, tax efficient arrangements that support the long term protection of the business, while allowing plans to evolve as families and businesses change.
Cross border estates, trusts and charities
Julia frequently acts for clients with international assets or family members living overseas, advising on cross border Wills, succession issues and estate coordination across jurisdictions.
She also has strong experience in trust and charity matters, including advising individual and corporate trustees, reorganising existing structures and advising on matters involving the Charity Commission. Her work often includes aligning long standing trusts with a family’s current objectives and ensuring they remain robust and tax efficient.
Long term client relationships
Long standing relationships are a central part of Julia’s practice. She often works with families over many years, adapting plans as circumstances change and ensuring continuity and clarity from one generation to the next.
Practising jurisdiction
Julia is admitted to practise in England and Wales and is a full member of the Society of Trust and Estate Practitioners (TEP).
