Work Department

Private Capital

Position

Julia is an experienced Solicitor, specialising in Probate, Wills and Trusts within the busy Private Client team. She chose this area of law because of the high degree of client contact. She is easy to talk to and empathetic.

Julia advises clients on a range of legal needs from small probate matters to large complex estates.

She has administered agricultural estates, obtaining land valuations, reading the partnership accounts, and determining the inheritance tax reliefs to claim.

She has subsequently negotiated with HMRC in order to obtain the best outcome for the clients. She has frequently prepared complex estate accounts and income and capital gains tax returns on behalf of executors. Julia also deals with the Land Registry transfer of land and properties to beneficiaries.

Education

Stamford High School;

Warwick University, Law degree; College of Law, Solicitors` Final Examinations LLB, Bachelor of Law Degree 1981; Solicitors` Final Examinations 1982 Full membership of The Society of Trust and Estates Practitioners in 1996