Julie has enjoyed a broad experience of private client work including the preparation of wills, lasting powers of attorney, lifetime gifting and capital tax-planning, the administration of estates, trust set-up and administration, trust disputes and mental capacity issues
She has a particular focus on UK tax and succession planning for international clients and frequently advises on pre-UK immigration and emigration strategies for clients non-domiciled in the UK.
Her work often involves the nuanced issues arising for families connected to both the US and the UK where knowledge of how the tax and succession laws of both countries interact is crucial.
Julie is a member of the STEP Disciplinary Panel.
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