Julie is a Solicitor in the Private Wealth and Tax team, advising on various aspects of this work including estate and tax planning and the preparation of wills and Powers of Attorney.

Julie also advises on all aspects of the executry administration process and has experience handling cross-jurisdictional matters in this area. She provides comprehensive support to clients throughout the executry process ensuring that matters are handled efficiently and with sensitivity.

Areas of practice include:

Relevant experience

Acting in the administration of a complex estate involving cross-jurisdictional matters and also advising on the succession of these assets.
Experience of dealing with HMRC in relation to inheritance tax compliance matters involving business assets and cross-border considerations.