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.
Julia graduated from Warwick University in 1981, qualified as a Solicitor in 1984 and has specialised in probate, wills and trusts ever since. She has been a member of the Society for Trusts and Estate Practitioners since 1996, and joined SE-Solicitors in 2014.
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