Head of Private Wealth
Julia is a trusted adviser to UK and international clients in relation to their personal and business interests.
Julia is a leading private client trust and tax lawyer with over 30 years’ expertise and experience of helping clients with private wealth issues that impact on their personal and business lives.
During this time Julia has helped many clients and families achieve their objectives and solve problems. Julia’s advice frequently centres around succession planning, family relationships, structuring the ownership of wealth to allow for inter-generational family or philanthropic participation whilst protecting business and property interests, minimising the tax burden, and strategies for managing wealth for the young, the elderly and vulnerable family members.
Julia is a chartered tax adviser as well as a solicitor and has many years’ experience advising clients with complex property and business interests, often involving an international element. She is an active member of the Chartered Institute of Tax (Yorkshire Committee) and the Country Land Business Association (Yorkshire Committee and National Legal and Parliamentary Sub – Committee).
In the last 12 months, Julia has helped a number of families plan for succession to businesses and property involving the establishment of family investment companies, setting up family partnerships, and restructuring business and trusts. This work included successfully securing tax reliefs (including agricultural property and business property reliefs) and reorganising trusts and business structures to deal with the impact of the death of a family member on the relationship/dynamics of the surviving family members and family business.
Julia has also advised those affected by changes to the tax position of non-residents and non-domiciled individuals and trusts, and those who are concerned about future changes in government policy.
Julia has been described as:
- '[A] very competent lawyer and tax adviser' with the 'ability to understand the whole of a client’s situation'
- ‘Very good at explaining without using the jargon, and at going through all the pros and cons.’
- ‘We are very pleased with her and I have nothing but the highest regard for her.’
- ‘A first class adviser who has time and again provided superb advice which has proven to be invaluable to long term tax planning arrangements and structures whilst taking into full consideration the particular family circumstances at that time. ‘
Julia is a past winner of the Private Client Lawyer award at the Yorkshire Lawyer of the year Awards. She is also a Leading Individual in the Legal 500, ranked Band 1 in Chambers & Partners, and is included in the Citywealth Leaders list.
Julia also sits on the Stakeholder Group for Yorkshire Cancer Research.