Julie is an Associate in the Tax & Trusts and Wills & Estates teams.
Julie is a Chartered Legal Executive (CILEX) and an Affiliate of the Society of Trust and Estate Practitioners.
Acting for business owners, high net worth individuals and family members including executors, trustees, attorneys and court-appointed deputies, she provides the full breadth of private client services including the creation of tax efficient wills, the establishment of trusts and lasting powers of attorney.
Julie also provides advice in relation to incapacitated and vulnerable clients. This includes applications to the Court of Protection for the appointment of a deputy, statutory wills, specific orders and orders under the Trustee Act 1925, including the annual management of deputyships.
In addition, she advises on probate and administration of estates, including high value cross-border estate matters, dealing with applications for probate, the collection of assets and settlement of debts, the preparation of estate accounts, asset distribution and deeds of variation in order to mitigate inheritance tax liability where appropriate.
As an experienced residential property conveyancer, having over 20 years’ experience, she brings a unique skillset to the fore when dealing with estate administrations and succession planning.
She is an affiliate member of the Society of Trust and Estate Practitioners and a member of Solicitors for the Elderly.
Examples of how Julie has supported clients include:
- advising professional executors in the administration of a high value, multi-asset, cross-border estate with difficult familial relationships to ensure the successful and efficient administration of the estate;
- helping an incapacitated vulnerable individual subject to a Deprivation of Liberty order with no immediate family or friends by appointing through the Court of Protection a court-appointed deputy to deal with the assets and welfare of the vulnerable individual and providing ongoing advice and support to the deputy;
- supporting and helping a dying client to make an urgent will to ensure that their wishes were effected, including dealing with issues surrounding mental capacity to minimise the potential for challenge from disgruntled family members;
- advising a high net worth farming family in relation to the administration of an estate and succession planning, effecting a deed of variation to take advantage of Business Property Relief and Agricultural Property Relief; and
- advising families in connection with succession planning where residential property expertise is required, including effecting tax-efficient wills, lasting powers of attorney, trusts, assured short-hold tenancy agreements, transfers of property and property related declarations of trust.