Head of Private Client Services
Julie heads our Private Client Services department, and is an experienced specialist in wills, personal planning and related trust and property matters.
Julie provides a wide range of services to her private clients, which includes advising on the following:
- Inheritance tax planning
- The creation and administration of trusts
- The administration of estates
- Powers of attorney
In particular, Julie provides a range of services to directors and senior employees of the firm’s corporate clients, working with corporate colleagues and specialist external financial advisers helping clients to set up the right arrangements for their personal interests in their businesses.
Working with corporate colleagues, Julie assists with the personal aspects of business succession planning and generational change in family businesses. Julie’s advice in this area comes highly recommended: “Thank you for all your help, you and your team have been spot on in this matter. And if anyone ever needs help with wills, estates, etc., I will gladly recommend you!”
Julie is also a highly-experienced conveyancer and provides private client conveyancing services on complex or high-value transactions, where her close attention to detail with the process is particularly appreciated. A recent comment from a client on a carefully-managed conveyancing transaction said: “I just wanted to say how much we’ve appreciated Julie’s wise counsel, guidance and persistence with this protracted transaction. She has a lovely blend of warmth, friendliness and an ability to stay calm. We would have no hesitation in recommending Julie to any of our friends who dare wish to go down the house purchase route!”
Julie is an associate of the Institute of Legal Executives and an affiliate of the Society of Trust and Estate Practitioners (STEP).