Julia is a Partner in the Charities, Tax & Trusts and Wills & Estates teams.
She is a qualified solicitor and a chartered tax advisor who works with UK and international clients on wealth preservation and on tax mitigation strategies relating to their personal and business affairs taking in to account proposed policy changes in this area. She advises on succession planning through the use of onshore and offshore trusts and via the creation of family partnerships and investment companies, advising on trust and business restructuring to improve tax efficiency and dealing with a beneficiary’s death.
Her expertise is in providing advice on the tax implications of property transactions and land developments, particularly around stamp duty land tax, and preserving capital taxes reliefs for business and agricultural property to minimise exposure to inheritance and capital gains tax.
For international clients, Julia advises on the rules relating to the tax treatment of non-resident and non-domiciled individuals and trusts.
Current clients include ultra high net worth individuals and families, landed estates, business and property portfolio owners, trustees and estate administrators.
Recent examples of how Julia has supported clients include:
- transferring real estate, including development land, worth £50 million from the personal ownership of a husband and wife into a family business as part of a succession plan, which included substantially enhancing the availability of inheritance tax reliefs and minimising exposure to capital gains tax;
- advising non-resident trustees of an offshore trust with UK beneficiaries on their options to achieve UK tax efficiency in respect of an European property portfolio taking in to account exposure to UK and European tax implications;
- reorganising the ownership of corporate business interests for a UK entrepreneur in anticipation of unfavourable changes to the inheritance tax and capital gains tax rules; and
- restructuring contractual arrangements in respect of a large mixed-use development site to mitigate the SDLT costs of the development.