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Julie Jaggin is a solicitor providing comprehensive, clear and practical tax and succession advice to a wide range of overseas and UK clients. Her distinct approach is to meet objectives efficiently and in line with expectations.
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.
- Advising a UK resident but non-domiciled US citizen on minimising exposure to UK inheritance tax and likely UK tax consequences of setting up US lifetime trusts.
- Providing advice to clients on set up of clean capital accounts in advance of their UK arrival.
- Preparing complex but clear bespoke trust documents required to conclude a dispute between family members.
- Assisting UK executors with the administration of the estate of a dual US/UK citizen with personal and trust assets in both countries.
- Advising on tax implications of appointing out sub-funds of a cash-poor/asset rich family trust where beneficiaries in dispute.
- Advising non-domiciled family on purchasing residential property in the UK in line with their objectives for privacy and tax efficiency.
Julie is a member of the STEP Disciplinary Panel.