England - South West • Private client

Charles Russell Speechlys LLP

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‘Professional, approachable, dependable, and knowledgeable’, the team at Charles Russell Speechlys LLP works with a deep roster of clients on a wide spectrum of tax, trusts and succession matters, underpinned by a cross-disciplinary approach. Advising clients on both a national and international scale, the practice has been described as having ’London quality with Cheltenham value for money’. Practice head Christopher Page - who has 35 years’ experience advising the owners of landed estates and agricultural businesses - is an expert in complex strategic and succession planning. Julia Cox continues to draw high praise for her 'outstanding technical advice', while Henry Fea is noted for his cross-border expertise.  

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

  • 'The quality of work and innovation for clients can be described as London quality with Cheltenham value for money. There is real depth in the team and a collegiate approach both within the firms departments and outside.’

  • ‘Julia Cox is the go to private client lawyer in Cheltenham, and beyond. Julia has brought on an excellent team to support her and grow the business, about which she cares deeply. Julia also really cares about her clients and can empathise with their situations and is always available to find a solution and deliver with care and competence.'

  • ‘Professional, approachable, dependable, and knowledgeable - the CRS personal trust team are a cut above the rest in my experience.’

  • ‘Julia Cox continues to be extremely professional and runs a fantastic team, along with Henry Fea. In the last year, I have been particularly impressed by Tom Denny, who is extremely bright and easy to get on with.’

  • ‘The combination of excellent technical knowledge and the ability to truly understand what a client is trying to achieve.’

  • ‘Julia Cox delivers outstanding technical advice in a very warm and compassionate way that clients instantly feel comfortable with.’

Lawyers

Hall of Fame

The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.

Leading individuals

Julia Cox

Julia Cox

Charles Russell Speechlys LLP

Julia is a personal tax and trust lawyer with considerable experience in a broad range of private client matters involving all aspects of estate and succession planning. She is experienced in cross-border Will work for clients. She has a range of trust and charity law experience, including acting in a number of matters involving the Charity Commission. Julia's clients include UK and international individuals, their families and trustees. Julia regularly acts for UK entrepreneurs, business owners and high net worth individuals, as well as non-UK domiciliaries. She has acted for many corporate and individual trustees, both UK and non-UK resident, as well as other private client service providers. Julia has greatly enjoyed forming client relationships that have lasted from one decade to the next and across generations, with a focus on protecting family wealth in the long term. Her recent work includes advising a family on the passing of assets to the next generation while ensuring that proper provision and control are retained for the current generation and trust reorganisations to put particular assets in the control of certain beneficiaries, all tax efficiently.

Henry Fea

Charles Russell Speechlys LLP

Henry is a private client lawyer with a broad range of experience, gained from working in both the UK and Geneva. His domestic work includes advising on tax and succession planning, the establishment and operation of trusts and charities, landed estates, heritage property, UK wills, probate and the administration of estates. Internationally he advises on tax and trust matters and he has particular expertise in advising on becoming, and ceasing to be, UK resident, the establishment and operation of offshore trusts, and ownership structures for UK property. He has extensive experience of advising on regularising tax affairs in the UK and abroad, particularly through the Liechtenstein Disclosure Facility and the UK/Swiss Agreement. Henry’s clients include UK-domiciled and non-UK-domiciled individuals, families, trustees, foundations, foreign lawyers, banks, private companies and trust companies, and he regularly works alongside other professionals. While in Geneva, Henry was actively involved in the committee of the Geneva branch of the Society of Trust and Estate Practitioners and he is a regular commentator on legal developments affecting private clients.

Practice head

The lawyer(s) leading their teams.

Christopher Page

Other key lawyers

Henry Fea, Julia Cox, Katie Talbot, Tabitha Collett, Harman Bains, Mary Perham, Tom Denny